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 | $69,850 | $190,805-63.4% | $159,960-56.3% | $134,475-48.1% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -19.74% | 552.23%-572.0pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,445 | $4,995-71.1% | $4,226-65.8% | $4,740-69.5% |
| Participant deferral / active EE | $8,450 | $6,923+22.1% | $6,182+36.7% | $6,400+32.0% |
| Admin fee / account holder | $470 | $10,471-95.5% | $8,698-94.6% | $11,426-95.9% |