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 | $49,101 | $124,281-60.5% | $109,143-55.0% | $167,490-70.7% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 17.61% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,063 | $4,207-74.7% | $3,722-71.4% | $4,837-78.0% |
| Participant deferral / active EE | $3,679 | $5,255-30.0% | $4,653-20.9% | $6,341-42.0% |
| Admin fee / account holder | $3,306 | $7,970-58.5% | $6,752-51.0% | $12,309-73.1% |