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 7-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 | $44,724 | $214,378-79.1% | $200,582-77.7% | $142,382-68.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 11.78% | 46.41%-34.6pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,193 | $6,841-53.3% | $6,419-50.3% | $4,299-25.7% |
| Participant deferral / active EE | $17,043 | $9,865+72.8% | $9,331+82.6% | $6,507+161.9% |
| Admin fee / account holder | $258,222 | $17,692+1359.5% | $16,305+1483.7% | $12,624+1945.5% |