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 | $29,447 | $162,781-81.9% | $133,956-78.0% | $158,922-81.5% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 10.56% | 41.94%-31.4pp | 45.09%-34.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,077 | $4,975-78.3% | $3,919-72.5% | $4,761-77.4% |
| Participant deferral / active EE | $4,227 | $5,911-28.5% | $5,048-16.3% | $5,982-29.3% |
| Admin fee / account holder | $29,612 | $11,736+152.3% | $8,927+231.7% | $11,246+163.3% |