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 | $70,211 | $118,849-40.9% | $96,562-27.3% | $167,490-58.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 9.08% | 50.49%-41.4pp | 37.78%-28.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,415 | $3,120-22.6% | $2,356+2.5% | $4,837-50.1% |
| Participant deferral / active EE | $8,680 | $4,616+88.1% | $3,849+125.5% | $6,341+36.9% |
| Admin fee / account holder | $475 | $8,065-94.1% | $6,181-92.3% | $12,309-96.1% |