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 7-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 | $75,830 | $29,660+155.7% | $56,411+34.4% | $80,856-6.2% |
| Participation rate | 21.4% | 41.6%-20.2pp | 52.5%-31.0pp | 67.6%-46.2pp |
| Annual return | 12.36% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $235 | $669-64.9% | $1,039-77.4% | $2,755-91.5% |
| Participant deferral / active EE | $839 | $1,226-31.6% | $1,952-57.0% | $4,296-80.5% |
| Admin fee / account holder | $4,541 | $2,428+87.0% | $2,829+60.5% | $6,918-34.4% |