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 | $55,076 | $183,519-70.0% | $155,509-64.6% | $145,922-62.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.73% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,667 | $5,313+25.5% | $4,672+42.7% | $4,660+43.1% |
| Participant deferral / active EE | $6,667 | $6,462+3.2% | $5,626+18.5% | $6,688-0.3% |
| Admin fee / account holder | $14,157 | $19,313-26.7% | $15,912-11.0% | $13,397+5.7% |