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 | $53,405 | $210,648-74.6% | $177,989-70.0% | $145,922-63.4% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-21.9pp |
| Annual return | 23.46% | 385.86%-362.4pp | 294.48%-271.0pp | 561.29%-537.8pp |
| Employer contribution / active EE | $2,620 | $4,565-42.6% | $3,949-33.6% | $4,660-43.8% |
| Participant deferral / active EE | $5,303 | $6,958-23.8% | $6,276-15.5% | $6,688-20.7% |
| Admin fee / account holder | $8,892 | $12,013-26.0% | $10,363-14.2% | $13,397-33.6% |