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 9-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 | $65,733 | $45,073+45.8% | $69,455-5.4% | $72,985-9.9% |
| Participation rate | 39.7% | 68.5%-28.8pp | 74.6%-34.9pp | 69.5%-29.8pp |
| Annual return | 24.15% | 22.65%+1.5pp | 28.97%-4.8pp | 81.00%-56.8pp |
| Employer contribution / active EE | $468 | $2,054-77.2% | $2,779-83.2% | $2,440-80.8% |
| Participant deferral / active EE | $2,553 | $2,602-1.9% | $3,535-27.8% | $3,607-29.2% |
| Admin fee / account holder | $9,086 | $3,056+197.4% | $3,839+136.7% | $5,124+77.3% |