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 10-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 | $36,396 | $201,272-81.9% | $184,203-80.2% | $145,922-75.1% |
| Participation rate | 57.9% | 87.5%-29.6pp | 86.8%-28.9pp | 80.3%-22.4pp |
| Annual return | 11.14% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,882 | $7,022-73.2% | $6,427-70.7% | $4,660-59.6% |
| Participant deferral / active EE | $3,148 | $9,806-67.9% | $9,131-65.5% | $6,688-52.9% |
| Admin fee / account holder | $4,156 | $16,364-74.6% | $13,901-70.1% | $13,397-69.0% |