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 | $26,814 | $173,345-84.5% | $136,007-80.3% | $145,922-81.6% |
| Participation rate | 47.6% | 80.5%-32.8pp | 76.5%-28.8pp | 80.3%-32.7pp |
| Annual return | 10.48% | 1163.32%-1152.8pp | 579.32%-568.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,469 | $5,278-72.2% | $4,217-65.2% | $4,660-68.5% |
| Participant deferral / active EE | $4,700 | $8,699-46.0% | $7,025-33.1% | $6,688-29.7% |
| Admin fee / account holder | $8,870 | $9,954-10.9% | $6,858+29.3% | $13,397-33.8% |