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 | $60,012 | $210,408-71.5% | $153,485-60.9% | $145,922-58.9% |
| Participation rate | 64.7% | 82.1%-17.4pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 18.52% | 13.37%+5.2pp | 15.65%+2.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,779 | $6,048-70.6% | $5,039-64.7% | $4,660-61.8% |
| Participant deferral / active EE | $4,630 | $7,975-41.9% | $6,757-31.5% | $6,688-30.8% |
| Admin fee / account holder | $2,729 | $19,419-85.9% | $12,724-78.6% | $13,397-79.6% |