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 | $37,746 | $183,519-79.4% | $155,509-75.7% | $145,922-74.1% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 11.01% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,259 | $5,313-57.5% | $4,672-51.6% | $4,660-51.5% |
| Participant deferral / active EE | $5,293 | $6,462-18.1% | $5,626-5.9% | $6,688-20.9% |
| Admin fee / account holder | $2,169 | $19,313-88.8% | $15,912-86.4% | $13,397-83.8% |