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 | $51,451 | $111,754-54.0% | $103,333-50.2% | $145,922-64.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.75% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,580 | $4,212-62.5% | $3,868-59.2% | $4,660-66.1% |
| Participant deferral / active EE | $2,826 | $5,619-49.7% | $5,057-44.1% | $6,688-57.7% |
| Admin fee / account holder | $301 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |