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 6-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 | $71,886 | $27,915+157.5% | $58,482+22.9% | $75,163-4.4% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 22.34% | 44.20%-21.9pp | 4239.32%-4217.0pp | 160.62%-138.3pp |
| Employer contribution / active EE | $551 | $669-17.7% | $1,053-47.7% | $2,670-79.4% |
| Participant deferral / active EE | $2,370 | $1,201+97.3% | $1,924+23.2% | $4,125-42.6% |
| Admin fee / account holder | $2,478 | $1,726+43.6% | $2,516-1.5% | $5,651-56.1% |