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 | $53,696 | $91,538-41.3% | $129,995-58.7% | $75,163-28.6% |
| Participation rate | 65.6% | 71.4%-5.8pp | 78.5%-12.9pp | 67.2%-1.6pp |
| Annual return | 21.15% | -631.11%+652.3pp | -137.18%+158.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,613 | $2,845-8.2% | $4,320-39.5% | $2,670-2.1% |
| Participant deferral / active EE | $5,298 | $4,341+22.1% | $5,820-9.0% | $4,125+28.4% |
| Admin fee / account holder | $2,137 | $6,790-68.5% | $10,614-79.9% | $5,651-62.2% |