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 | $39,632 | $63,346-37.4% | $92,233-57.0% | $70,131-43.5% |
| Participation rate | 43.8% | 68.7%-24.9pp | 76.5%-32.7pp | 69.5%-25.8pp |
| Annual return | 14.64% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,426 | $2,471-42.3% | $3,679-61.2% | $2,342-39.1% |
| Participant deferral / active EE | $1,902 | $2,854-33.4% | $3,897-51.2% | $3,332-42.9% |
| Admin fee / account holder | $1,215 | $3,840-68.4% | $5,194-76.6% | $4,645-73.8% |