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 | $21,772 | $210,648-89.7% | $177,989-87.8% | $145,922-85.1% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 10.17% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,519 | $4,565-66.7% | $3,949-61.5% | $4,660-67.4% |
| Participant deferral / active EE | $2,084 | $6,958-70.0% | $6,276-66.8% | $6,688-68.8% |
| Admin fee / account holder | $2,073 | $12,013-82.7% | $10,363-80.0% | $13,397-84.5% |