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 7-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 | $41,439 | $102,317-59.5% | $146,958-71.8% | $80,856-48.8% |
| Participation rate | 12.5% | 75.8%-63.3pp | 82.2%-69.7pp | 67.6%-55.1pp |
| Annual return | 16.52% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,554 | $3,713-58.1% | $4,933-68.5% | $2,755-43.6% |
| Participant deferral / active EE | $3,056 | $6,644-54.0% | $8,070-62.1% | $4,296-28.9% |
| Admin fee / account holder | $1,864 | $7,941-76.5% | $12,998-85.7% | $6,918-73.1% |