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 | $66,665 | $58,828+13.3% | $77,999-14.5% | $62,891+6.0% |
| Participation rate | 50.8% | 71.1%-20.2pp | 75.5%-24.7pp | 69.3%-18.5pp |
| Annual return | 18.51% | 17.16%+1.4pp | 425.96%-407.5pp | 20.14%-1.6pp |
| Employer contribution / active EE | $711 | $1,672-57.5% | $2,470-71.2% | $2,281-68.8% |
| Participant deferral / active EE | $1,432 | $2,686-46.7% | $3,497-59.0% | $3,203-55.3% |
| Admin fee / account holder | $13,440 | $4,393+205.9% | $5,480+145.2% | $4,296+212.9% |