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 8-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 | $38,315 | $104,907-63.5% | $84,611-54.7% | $152,861-74.9% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 16.93% | 373.79%-356.9pp | 258.74%-241.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,072 | $3,302-37.2% | $2,652-21.9% | $4,762-56.5% |
| Participant deferral / active EE | $4,682 | $4,688-0.1% | $3,899+20.1% | $5,850-20.0% |
| Admin fee / account holder | $507 | $6,241-91.9% | $4,912-89.7% | $11,596-95.6% |