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 | $116,976 | $57,354+104.0% | $83,848+39.5% | $64,186+82.2% |
| Participation rate | 39.5% | 68.6%-29.1pp | 76.1%-36.6pp | 69.6%-30.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,503 | $2,993+17.1% | $4,082-14.2% | $3,470+1.0% |
| Admin fee / account holder | $746 | $4,046-81.6% | $5,478-86.4% | $4,888-84.7% |