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 | $38,847 | $105,126-63.0% | $94,646-59.0% | $139,434-72.1% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 26.28% | 38.03%-11.8pp | 156.71%-130.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $4,746 | $4,106+15.6% | $3,672+29.2% | $4,751-0.1% |
| Participant deferral / active EE | $10,885 | $7,599+43.2% | $7,418+46.7% | $6,710+62.2% |
| Admin fee / account holder | $1,116 | $8,984-87.6% | $7,231-84.6% | $11,403-90.2% |