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 4-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 | $48,102 | $102,604-53.1% | $86,188-44.2% | $139,434-65.5% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 9.95% | 1922.51%-1912.6pp | 1168.45%-1158.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $768 | $3,032-74.7% | $2,380-67.7% | $4,751-83.8% |
| Participant deferral / active EE | $5,354 | $4,676+14.5% | $3,985+34.3% | $6,710-20.2% |
| Admin fee / account holder | $356 | $8,657-95.9% | $6,852-94.8% | $11,403-96.9% |