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 6-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 | $52,406 | $90,348-42.0% | $75,972-31.0% | $145,922-64.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 11.37% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,036 | $3,311-38.5% | $2,685-24.2% | $4,660-56.3% |
| Participant deferral / active EE | $5,130 | $5,162-0.6% | $4,255+20.6% | $6,688-23.3% |
| Admin fee / account holder | $8,182 | $8,467-3.4% | $6,467+26.5% | $13,397-38.9% |