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 | $45,674 | $107,334-57.4% | $92,893-50.8% | $152,861-70.1% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.4%-20.5pp |
| Annual return | 18.66% | 145.58%-126.9pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,230 | $4,221-70.8% | $3,653-66.3% | $4,762-74.2% |
| Participant deferral / active EE | $2,127 | $4,845-56.1% | $4,236-49.8% | $5,850-63.6% |
| Admin fee / account holder | $801 | $7,079-88.7% | $5,794-86.2% | $11,596-93.1% |