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 6-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 | $20,194 | $60,323-66.5% | $81,812-75.3% | $74,495-72.9% |
| Participation rate | 37.1% | 62.9%-25.7pp | 72.3%-35.2pp | 67.2%-30.1pp |
| Annual return | 12.93% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $795 | $2,620-69.6% | $2,912-72.7% | $2,623-69.7% |
| Participant deferral / active EE | $1,700 | $3,387-49.8% | $4,319-60.6% | $4,346-60.9% |
| Admin fee / account holder | $378 | $1,486-74.5% | $7,386-94.9% | $1,942-80.5% |