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 | $68,190 | $53,516+27.4% | $126,539-46.1% | $84,808-19.6% |
| Participation rate | 50.0% | 58.2%-8.2pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 16.86% | 58.34%-41.5pp | 425.95%-409.1pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,568 | $1,535+2.2% | $3,674-57.3% | $2,631-40.4% |
| Participant deferral / active EE | $3,629 | $2,671+35.9% | $4,083-11.1% | $4,212-13.8% |
| Admin fee / account holder | $1,626 | $4,497-63.8% | $6,065-73.2% | $7,344-77.9% |