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 | $33,116 | $57,354-42.3% | $83,848-60.5% | $64,186-48.4% |
| Participation rate | 44.1% | 68.6%-24.5pp | 76.1%-32.1pp | 69.6%-25.5pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,426 | $2,545-4.7% | $3,631-33.2% | $2,381+1.9% |
| Participant deferral / active EE | $1,372 | $2,993-54.2% | $4,082-66.4% | $3,470-60.4% |
| Admin fee / account holder | $5,070 | $4,046+25.3% | $5,478-7.4% | $4,888+3.7% |