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 | $26,715 | $89,753-70.2% | $107,525-75.2% | $84,808-68.5% |
| Participation rate | 55.0% | 68.1%-13.1pp | 75.1%-20.1pp | 68.3%-13.3pp |
| Annual return | 37.44% | 29.48%+8.0pp | 181.32%-143.9pp | 40.90%-3.5pp |
| Employer contribution / active EE | $1,714 | $3,113-44.9% | $3,754-54.3% | $2,631-34.8% |
| Participant deferral / active EE | $5,008 | $4,056+23.5% | $5,116-2.1% | $4,212+18.9% |
| Admin fee / account holder | $360 | $7,222-95.0% | $8,919-96.0% | $7,344-95.1% |