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 8-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 | $91,387 | $133,922-31.8% | $116,228-21.4% | $142,382-35.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 15.62% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,992 | $3,446-42.2% | $2,994-33.5% | $4,299-53.7% |
| Participant deferral / active EE | $4,438 | $5,672-21.8% | $4,953-10.4% | $6,507-31.8% |
| Admin fee / account holder | $709 | $14,945-95.3% | $11,989-94.1% | $12,624-94.4% |