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 6-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 | $44,708 | $84,527-47.1% | $67,711-34.0% | $125,391-64.3% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -3.70% | 2.57%-6.3pp | 25.41%-29.1pp | 282.22%-285.9pp |
| Employer contribution / active EE | $3,723 | $3,292+13.1% | $2,559+45.5% | $4,866-23.5% |
| Participant deferral / active EE | $3,723 | $4,429-16.0% | $3,585+3.8% | $5,352-30.4% |
| Admin fee / account holder | $855 | $5,340-84.0% | $4,255-79.9% | $9,540-91.0% |