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 7-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 | $49,448 | $111,724-55.7% | $93,606-47.2% | $145,922-66.1% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 11.87% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,140 | $3,090-63.1% | $2,420-52.9% | $4,660-75.5% |
| Participant deferral / active EE | $2,633 | $4,912-46.4% | $4,411-40.3% | $6,688-60.6% |
| Admin fee / account holder | $1,609 | $10,250-84.3% | $8,285-80.6% | $13,397-88.0% |