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 | $45,536 | $102,616-55.6% | $81,983-44.5% | $158,922-71.3% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 21.32% | 61.04%-39.7pp | 41.31%-20.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,762 | $3,240+47.0% | $2,498+90.6% | $4,7610% |
| Participant deferral / active EE | $2,174 | $4,648-53.2% | $3,722-41.6% | $5,982-63.7% |
| Admin fee / account holder | $624 | $8,235-92.4% | $5,664-89.0% | $11,246-94.5% |