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 | $39,087 | $58,208-32.8% | $81,812-52.2% | $80,856-51.7% |
| Participation rate | 58.7% | 63.4%-4.7pp | 72.3%-13.6pp | 67.6%-8.9pp |
| Annual return | 12.05% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,956 | $2,340-16.4% | $2,912-32.9% | $2,755-29.0% |
| Participant deferral / active EE | $2,715 | $3,281-17.2% | $4,319-37.1% | $4,296-36.8% |
| Admin fee / account holder | $23,806 | $4,981+377.9% | $7,386+222.3% | $6,918+244.1% |