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 4-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 | $173,081 | $94,625+82.9% | $116,228+48.9% | $84,808+104.1% |
| Participation rate | 44.7% | 70.4%-25.7pp | 74.6%-29.8pp | 68.3%-23.6pp |
| Annual return | 13.16% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,101 | $3,972-47.1% | $4,953-57.6% | $4,212-50.1% |
| Admin fee / account holder | $965 | $10,091-90.4% | $11,989-92.0% | $7,344-86.9% |