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 | $89,779 | $52,836+69.9% | $105,738-15.1% | $64,186+39.9% |
| Participation rate | 34.3% | 66.5%-32.3pp | 76.3%-42.0pp | 69.6%-35.3pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $697 | $1,827-61.9% | $3,268-78.7% | $2,381-70.7% |
| Participant deferral / active EE | $1,984 | $2,545-22.1% | $4,080-51.4% | $3,470-42.8% |
| Admin fee / account holder | $565 | $3,959-85.7% | $6,913-91.8% | $4,888-88.4% |