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 9-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 | $47,780 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 26.1% | 84.5%-58.4pp | 82.4%-56.3pp | 81.2%-55.1pp |
| Annual return | 1.93% | 750.33%-748.4pp | 572.05%-570.1pp | 417.96%-416.0pp |
| Employer contribution / active EE | $1,177 | $5,243-77.6% | $4,814-75.6% | $4,740-75.2% |
| Participant deferral / active EE | $2,592 | $7,799-66.8% | $7,446-65.2% | $6,400-59.5% |
| Admin fee / account holder | $4,997 | $11,571-56.8% | $10,010-50.1% | $11,426-56.3% |