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 5-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 | $35,795 | $70,756-49.4% | $65,493-45.3% | $142,382-74.9% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 16.78% | 1754.89%-1738.1pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,377 | $2,881-52.2% | $2,574-46.5% | $4,299-68.0% |
| Participant deferral / active EE | $2,754 | $4,637-40.6% | $3,961-30.5% | $6,507-57.7% |
| Admin fee / account holder | $381 | $6,559-94.2% | $5,028-92.4% | $12,624-97.0% |