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 | $24,131 | $60,124-59.9% | $90,404-73.3% | $79,858-69.8% |
| Participation rate | 64.3% | 65.0%-0.7pp | 72.7%-8.4pp | 69.6%-5.3pp |
| Annual return | 18.37% | 71.94%-53.6pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,189 | $2,068-42.5% | $3,262-63.5% | $2,471-51.9% |
| Participant deferral / active EE | $3,712 | $2,938+26.3% | $3,963-6.3% | $3,740-0.8% |
| Admin fee / account holder | $2,222 | $3,976-44.1% | $5,611-60.4% | $5,306-58.1% |