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 | $51,362 | $90,348-43.2% | $75,972-32.4% | $145,922-64.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.82% | 620.88%-603.1pp | 359.55%-341.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,833 | $3,311-44.6% | $2,685-31.7% | $4,660-60.7% |
| Participant deferral / active EE | $2,810 | $5,162-45.6% | $4,255-34.0% | $6,688-58.0% |
| Admin fee / account holder | $3,953 | $8,467-53.3% | $6,467-38.9% | $13,397-70.5% |