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 | $28,108 | $111,754-74.8% | $103,333-72.8% | $145,922-80.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.02% | 24.77%-5.8pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,791 | $4,212-33.7% | $3,868-27.8% | $4,660-40.1% |
| Participant deferral / active EE | $6,535 | $5,619+16.3% | $5,057+29.2% | $6,688-2.3% |
| Admin fee / account holder | $477 | $9,750-95.1% | $8,355-94.3% | $13,397-96.4% |