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 7-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 | $51,848 | $158,398-67.3% | $126,539-59.0% | $142,382-63.6% |
| Participation rate | 63.2% | 75.8%-12.6pp | 69.8%-6.7pp | 80.1%-17.0pp |
| Annual return | 16.66% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,831 | $4,650-60.6% | $3,674-50.2% | $4,299-57.4% |
| Participant deferral / active EE | $4,469 | $4,767-6.3% | $4,083+9.5% | $6,507-31.3% |
| Admin fee / account holder | $2,019 | $6,918-70.8% | $6,065-66.7% | $12,624-84.0% |