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 | $61,562 | $106,515-42.2% | $96,683-36.3% | $139,434-55.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 12.66% | 38.43%-25.8pp | 35.69%-23.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,448 | $4,103-40.3% | $3,737-34.5% | $4,751-48.5% |
| Participant deferral / active EE | $10,940 | $5,454+100.6% | $4,878+124.3% | $6,710+63.0% |
| Admin fee / account holder | $949 | $7,877-88.0% | $6,730-85.9% | $11,403-91.7% |