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 3-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 | $25,740 | $54,350-52.6% | $82,719-68.9% | $68,494-62.4% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | 194.13% | -13.67%+207.8pp | 701.18%-507.0pp | -7.84%+202.0pp |
| Employer contribution / active EE | $2,362 | $2,218+6.5% | $3,009-21.5% | $2,596-9.0% |
| Participant deferral / active EE | $1,279 | $3,246-60.6% | $4,395-70.9% | $4,027-68.3% |
| Admin fee / account holder | $5,232 | $4,395+19.0% | $5,329-1.8% | $5,403-3.2% |