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 | $19,046 | $104,486-81.8% | $76,817-75.2% | $152,861-87.5% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 12.42% | 1013.37%-1001.0pp | 1166.11%-1153.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $10,274 | $3,116+229.8% | $2,302+346.3% | $4,762+115.7% |
| Participant deferral / active EE | $14,029 | $4,236+231.2% | $3,336+320.5% | $5,850+139.8% |
| Admin fee / account holder | $2,456,574 | $12,275+19912.3% | $6,420+38165.2% | $11,596+21083.8% |