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 | $59,155 | $81,625-27.5% | $58,482+1.2% | $139,434-57.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 19.54% | 7404.20%-7384.7pp | 4239.32%-4219.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,941 | $1,398+38.8% | $1,053+84.3% | $4,751-59.1% |
| Participant deferral / active EE | $8,721 | $2,557+241.1% | $1,924+353.3% | $6,710+30.0% |
| Admin fee / account holder | $466 | $3,265-85.7% | $2,516-81.5% | $11,403-95.9% |