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 3-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 | $27,173 | $108,919-75.1% | $100,391-72.9% | $145,922-81.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 17.64% | 57.88%-40.2pp | 49.20%-31.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,414 | $4,419-22.7% | $3,942-13.4% | $4,660-26.7% |
| Participant deferral / active EE | $7,289 | $8,445-13.7% | $8,082-9.8% | $6,688+9.0% |
| Admin fee / account holder | $1,081 | $9,689-88.8% | $7,899-86.3% | $13,397-91.9% |