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 10-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 | $38,151 | $150,440-74.6% | $136,294-72.0% | $147,584-74.1% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 40.96% | 1049.08%-1008.1pp | 5155.94%-5115.0pp | 578.55%-537.6pp |
| Employer contribution / active EE | $3,590 | $5,256-31.7% | $4,695-23.5% | $4,876-26.4% |
| Participant deferral / active EE | $9,253 | $6,630+39.6% | $6,247+48.1% | $5,439+70.1% |
| Admin fee / account holder | $594 | $10,905-94.6% | $9,243-93.6% | $10,885-94.5% |