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 | $86,046 | $150,440-42.8% | $136,294-36.9% | $147,584-41.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 23.72% | 1049.08%-1025.4pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,143 | $5,256-59.2% | $4,695-54.4% | $4,876-56.0% |
| Participant deferral / active EE | $7,000 | $6,630+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $399 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |