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 3-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 | $17,537 | $108,919-83.9% | $100,391-82.5% | $145,922-88.0% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 30.82% | 57.88%-27.1pp | 49.20%-18.4pp | 561.29%-530.5pp |
| Employer contribution / active EE | $3,657 | $4,419-17.3% | $3,942-7.2% | $4,660-21.5% |
| Participant deferral / active EE | $3,920 | $8,445-53.6% | $8,082-51.5% | $6,688-41.4% |
| Admin fee / account holder | $2,510 | $9,689-74.1% | $7,899-68.2% | $13,397-81.3% |