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 | $30,718 | $148,534-79.3% | $135,903-77.4% | $139,434-78.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 18.31% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,300 | $5,243-75.2% | $4,856-73.2% | $4,751-72.6% |
| Participant deferral / active EE | $3,773 | $8,100-53.4% | $7,758-51.4% | $6,710-43.8% |
| Admin fee / account holder | $5,048 | $12,400-59.3% | $10,762-53.1% | $11,403-55.7% |