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 | $103,981 | $183,519-43.3% | $155,509-33.1% | $145,922-28.7% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 13.97% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,657 | $5,313-68.8% | $4,672-64.5% | $4,660-64.4% |
| Participant deferral / active EE | $3,154 | $6,462-51.2% | $5,626-43.9% | $6,688-52.8% |
| Admin fee / account holder | $3,364 | $19,313-82.6% | $15,912-78.9% | $13,397-74.9% |