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 | $28,149 | $112,096-74.9% | $95,952-70.7% | $158,922-82.3% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 19.49% | 171.09%-151.6pp | 91.61%-72.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,419 | $3,198-55.6% | $2,541-44.2% | $4,761-70.2% |
| Participant deferral / active EE | $1,769 | $4,784-63.0% | $4,167-57.5% | $5,982-70.4% |
| Admin fee / account holder | $3,461 | $10,130-65.8% | $6,795-49.1% | $11,246-69.2% |