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 | $32,123 | $82,630-61.1% | $64,105-49.9% | $125,391-74.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | 0.91% | 1489.72%-1488.8pp | 791.24%-790.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,276 | $2,671-52.2% | $1,820-29.9% | $4,866-73.8% |
| Participant deferral / active EE | $2,073 | $3,608-42.6% | $2,822-26.5% | $5,352-61.3% |
| Admin fee / account holder | $8,000 | $6,382+25.4% | $4,499+77.8% | $9,540-16.1% |