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 6-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 | $46,545 | $65,561-29.0% | $86,188-46.0% | $75,163-38.1% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 19.68% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,024 | $1,553-34.1% | $2,380-57.0% | $2,670-61.7% |
| Participant deferral / active EE | $2,960 | $3,024-2.1% | $3,985-25.7% | $4,125-28.3% |
| Admin fee / account holder | $816 | $5,474-85.1% | $6,852-88.1% | $5,651-85.6% |