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 | $33,123 | $169,032-80.4% | $129,207-74.4% | $145,922-77.3% |
| Participation rate | 28.6% | 76.4%-47.9pp | 69.6%-41.0pp | 80.3%-51.7pp |
| Annual return | 12.18% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $924 | $5,537-83.3% | $4,153-77.8% | $4,660-80.2% |
| Participant deferral / active EE | $2,815 | $4,987-43.5% | $4,168-32.4% | $6,688-57.9% |
| Admin fee / account holder | $10,179 | $9,954+2.3% | $7,715+31.9% | $13,397-24.0% |