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 | $25,541 | $88,751-71.2% | $81,812-68.8% | $145,922-82.5% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.3%-3.9pp | 80.3%-11.9pp |
| Annual return | 16.91% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,365 | $3,083-55.7% | $2,912-53.1% | $4,660-70.7% |
| Participant deferral / active EE | $3,835 | $4,643-17.4% | $4,319-11.2% | $6,688-42.7% |
| Admin fee / account holder | $308 | $8,415-96.3% | $7,386-95.8% | $13,397-97.7% |