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 6-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 | $73,824 | $104,974-29.7% | $95,585-22.8% | $142,382-48.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 24.76% | 210.33%-185.6pp | 38.56%-13.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $6,038 | $2,779+117.3% | $2,527+139.0% | $4,299+40.4% |
| Participant deferral / active EE | $6,038 | $4,352+38.7% | $4,023+50.1% | $6,507-7.2% |
| Admin fee / account holder | $302 | $6,386-95.3% | $6,127-95.1% | $12,624-97.6% |