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 | $49,440 | $59,417-16.8% | $93,606-47.2% | $74,495-33.6% |
| Participation rate | 21.4% | 59.7%-38.3pp | 68.7%-47.3pp | 67.2%-45.8pp |
| Annual return | 11.82% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $636 | $1,264-49.7% | $2,420-73.7% | $2,623-75.8% |
| Participant deferral / active EE | $1,524 | $3,050-50.0% | $4,411-65.4% | $4,346-64.9% |
| Admin fee / account holder | $13,610 | $3,021+350.5% | $8,285+64.3% | $1,942+600.9% |