See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,157 | $159,602-67.3% | $150,045-65.2% | $142,382-63.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 25.21% | 70.24%-45.0pp | 62.55%-37.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,449 | $4,961-70.8% | $4,693-69.1% | $4,299-66.3% |
| Participant deferral / active EE | $15,333 | $8,310+84.5% | $7,997+91.7% | $6,507+135.6% |
| Admin fee / account holder | $454 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |