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 | $5,684 | $27,915-79.6% | $58,482-90.3% | $75,163-92.4% |
| Participation rate | 62.5% | 38.8%+23.7pp | 50.9%+11.6pp | 67.2%-4.7pp |
| Annual return | 29.18% | 44.20%-15.0pp | 4239.32%-4210.1pp | 160.62%-131.4pp |
| Employer contribution / active EE | $223 | $669-66.6% | $1,053-78.8% | $2,670-91.6% |
| Participant deferral / active EE | $1,894 | $1,201+57.6% | $1,924-1.6% | $4,125-54.1% |
| Admin fee / account holder | $319 | $1,726-81.5% | $2,516-87.3% | $5,651-94.4% |