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 9-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 | $32,916 | $169,032-80.5% | $129,207-74.5% | $145,922-77.4% |
| Participation rate | 42.9% | 76.4%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 11.80% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,263 | $5,537-77.2% | $4,153-69.6% | $4,660-72.9% |
| Participant deferral / active EE | $2,975 | $4,987-40.3% | $4,168-28.6% | $6,688-55.5% |
| Admin fee / account holder | $1,137 | $9,954-88.6% | $7,715-85.3% | $13,397-91.5% |