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 3-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 | $35,667 | $201,272-82.3% | $184,203-80.6% | $145,922-75.6% |
| Participation rate | 55.0% | 87.5%-32.5pp | 86.8%-31.8pp | 80.3%-25.3pp |
| Annual return | 13.49% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,622 | $7,022-62.7% | $6,427-59.2% | $4,660-43.7% |
| Participant deferral / active EE | $5,569 | $9,806-43.2% | $9,131-39.0% | $6,688-16.7% |
| Admin fee / account holder | $303 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |