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 | $41,276 | $89,753-54.0% | $107,525-61.6% | $84,808-51.3% |
| Participation rate | 52.0% | 68.1%-16.1pp | 75.1%-23.1pp | 68.3%-16.3pp |
| Annual return | 46.14% | 29.48%+16.7pp | 181.32%-135.2pp | 40.90%+5.2pp |
| Employer contribution / active EE | $2,338 | $3,113-24.9% | $3,754-37.7% | $2,631-11.1% |
| Participant deferral / active EE | $4,214 | $4,056+3.9% | $5,116-17.6% | $4,212+0.1% |
| Admin fee / account holder | $1,351 | $7,222-81.3% | $8,919-84.8% | $7,344-81.6% |