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 8-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 | $47,777 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -3.56% | 750.33%-753.9pp | 572.05%-575.6pp | 417.96%-421.5pp |
| Employer contribution / active EE | $1,380 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $3,016 | $7,799-61.3% | $7,446-59.5% | $6,400-52.9% |
| Admin fee / account holder | $555 | $11,571-95.2% | $10,010-94.5% | $11,426-95.1% |