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 | $23,942 | $49,173-51.3% | $121,098-80.2% | $75,163-68.1% |
| Participation rate | 58.1% | 55.4%+2.8pp | 69.5%-11.3pp | 67.2%-9.1pp |
| Annual return | 21.46% | 55.99%-34.5pp | 985.75%-964.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $740 | $1,546-52.1% | $4,164-82.2% | $2,670-72.3% |
| Participant deferral / active EE | $2,238 | $2,628-14.8% | $4,080-45.2% | $4,125-45.8% |
| Admin fee / account holder | $1,316 | $3,942-66.6% | $5,644-76.7% | $5,651-76.7% |