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 | $39,776 | $133,922-70.3% | $116,228-65.8% | $142,382-72.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 25.86% | 147.76%-121.9pp | 90.06%-64.2pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,000 | $3,446-71.0% | $2,994-66.6% | $4,299-76.7% |
| Participant deferral / active EE | $10,767 | $5,672+89.8% | $4,953+117.4% | $6,507+65.5% |
| Admin fee / account holder | $386 | $14,945-97.4% | $11,989-96.8% | $12,624-96.9% |