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 4-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 | $44,952 | $210,648-78.7% | $177,989-74.7% | $145,922-69.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.13% | 385.86%-377.7pp | 294.48%-286.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,180 | $4,565-52.2% | $3,949-44.8% | $4,660-53.2% |
| Participant deferral / active EE | $6,418 | $6,958-7.8% | $6,276+2.3% | $6,688-4.0% |
| Admin fee / account holder | $837 | $12,013-93.0% | $10,363-91.9% | $13,397-93.8% |