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 5-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 | $47,994 | $179,726-73.3% | $156,263-69.3% | $142,382-66.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 22.05% | 77.86%-55.8pp | 59.47%-37.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,841 | $5,069-24.2% | $4,333-11.4% | $4,299-10.7% |
| Participant deferral / active EE | $16,440 | $6,956+136.3% | $6,158+167.0% | $6,507+152.6% |
| Admin fee / account holder | $12,594 | $17,272-27.1% | $14,255-11.6% | $12,624-0.2% |