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 | $77,618 | $84,696-8.4% | $75,696+2.5% | $167,490-53.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.8%-19.3pp | 82.1%-26.5pp |
| Annual return | 1112.29% | 199.36%+912.9pp | 104.53%+1007.8pp | 478.56%+633.7pp |
| Employer contribution / active EE | $1,626 | $3,230-49.6% | $2,743-40.7% | $4,837-66.4% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $34,260 | $5,355+539.8% | $3,619+846.7% | $12,309+178.3% |