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 | $64,767 | $102,317-36.7% | $146,958-55.9% | $80,856-19.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 16.31% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,617 | $6,644+14.6% | $8,070-5.6% | $4,296+77.3% |
| Admin fee / account holder | $4,772 | $7,941-39.9% | $12,998-63.3% | $6,918-31.0% |