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 | $73,702 | $74,888-1.6% | $71,209+3.5% | $142,382-48.2% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 18.02% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,438 | $2,854-49.6% | $2,721-47.1% | $4,299-66.5% |
| Participant deferral / active EE | $4,032 | $4,454-9.5% | $4,175-3.4% | $6,507-38.0% |
| Admin fee / account holder | $2,081 | $5,568-62.6% | $5,349-61.1% | $12,624-83.5% |