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 | $64,059 | $70,428-9.0% | $96,562-33.7% | $85,850-25.4% |
| Participation rate | 13.5% | 61.8%-48.3pp | 69.8%-56.4pp | 69.3%-55.9pp |
| Annual return | 18.51% | 18.59%-0.1pp | 37.78%-19.3pp | 318.53%-300.0pp |
| Employer contribution / active EE | $645 | $1,413-54.3% | $2,356-72.6% | $2,565-74.8% |
| Participant deferral / active EE | $1,876 | $2,894-35.2% | $3,849-51.3% | $3,952-52.5% |
| Admin fee / account holder | $2,593 | $4,997-48.1% | $6,181-58.0% | $6,260-58.6% |