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 | $45,720 | $54,705-16.4% | $71,209-35.8% | $84,808-46.1% |
| Participation rate | 64.7% | 64.1%+0.6pp | 73.8%-9.0pp | 68.3%-3.6pp |
| Annual return | 19.94% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,955 | $2,158+37.0% | $2,721+8.6% | $2,631+12.3% |
| Participant deferral / active EE | $7,027 | $3,030+131.9% | $4,175+68.3% | $4,212+66.9% |
| Admin fee / account holder | $2,734 | $4,863-43.8% | $5,349-48.9% | $7,344-62.8% |