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 9-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 | $51,655 | $104,974-50.8% | $95,585-46.0% | $142,382-63.7% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 15.72% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,193 | $2,779-57.1% | $2,527-52.8% | $4,299-72.3% |
| Participant deferral / active EE | $1,590 | $4,352-63.5% | $4,023-60.5% | $6,507-75.6% |
| Admin fee / account holder | $15,469 | $6,386+142.2% | $6,127+152.5% | $12,624+22.5% |