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 | $51,696 | $158,398-67.4% | $126,539-59.1% | $142,382-63.7% |
| Participation rate | 46.2% | 75.8%-29.7pp | 69.8%-23.7pp | 80.1%-34.0pp |
| Annual return | 19.31% | 593.76%-574.5pp | 425.95%-406.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,112 | $4,650+31.4% | $3,674+66.4% | $4,299+42.2% |
| Participant deferral / active EE | $8,708 | $4,767+82.7% | $4,083+113.3% | $6,507+33.8% |
| Admin fee / account holder | $1,202 | $6,918-82.6% | $6,065-80.2% | $12,624-90.5% |