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 9-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 | $99,858 | $176,056-43.3% | $159,436-37.4% | $167,490-40.4% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.2pp |
| Annual return | 22.76% | 331.75%-309.0pp | 263.57%-240.8pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,279 | $5,297-75.9% | $4,829-73.5% | $4,837-73.6% |
| Participant deferral / active EE | $3,960 | $7,750-48.9% | $7,352-46.1% | $6,341-37.6% |
| Admin fee / account holder | $1,679 | $12,554-86.6% | $10,799-84.4% | $12,309-86.4% |