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 | $46,065 | $39,019+18.1% | $80,716-42.9% | $85,850-46.3% |
| Participation rate | 22.6% | 41.5%-19.0pp | 54.2%-31.6pp | 69.3%-46.7pp |
| Annual return | 15.25% | 26.27%-11.0pp | 87.28%-72.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $434 | $722-39.8% | $1,160-62.6% | $2,565-83.1% |
| Participant deferral / active EE | $675 | $1,326-49.1% | $2,146-68.5% | $3,952-82.9% |
| Admin fee / account holder | $2,858 | $2,431+17.6% | $3,380-15.4% | $6,260-54.3% |