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 8-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 | $45,411 | $64,839-30.0% | $95,585-52.5% | $84,808-46.5% |
| Participation rate | 31.3% | 63.8%-32.6pp | 72.1%-40.8pp | 68.3%-37.1pp |
| Annual return | 15.70% | -670.96%+686.7pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,206 | $2,965-59.3% | $4,023-70.0% | $4,212-71.4% |
| Admin fee / account holder | $405 | $5,964-93.2% | $6,127-93.4% | $7,344-94.5% |