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 | $64,702 | $117,983-45.2% | $101,794-36.4% | $142,382-54.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 18.88% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,342 | $2,773+56.6% | $2,289+89.7% | $4,299+1.0% |
| Participant deferral / active EE | $8,312 | $4,714+76.3% | $4,084+103.5% | $6,507+27.7% |
| Admin fee / account holder | $2,844 | $10,433-72.7% | $8,777-67.6% | $12,624-77.5% |