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 | $36,187 | $56,053-35.4% | $75,972-52.4% | $80,856-55.2% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 11.28% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,973 | $1,874+5.3% | $2,685-26.5% | $2,755-28.4% |
| Participant deferral / active EE | $4,590 | $3,052+50.4% | $4,255+7.9% | $4,296+6.9% |
| Admin fee / account holder | $8,380 | $5,234+60.1% | $6,467+29.6% | $6,918+21.1% |