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 | $55,243 | $202,318-72.7% | $172,739-68.0% | $152,861-63.9% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.4%-40.8pp |
| Annual return | 19.73% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,099 | $5,856-64.2% | $5,143-59.2% | $4,762-55.9% |
| Participant deferral / active EE | $4,167 | $5,948-30.0% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $801 | $17,109-95.3% | $13,954-94.3% | $11,596-93.1% |