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 | $8,743 | $96,635-91.0% | $86,612-89.9% | $139,434-93.7% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 29.84% | 106.41%-76.6pp | 591.07%-561.2pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,086 | $3,263-66.7% | $3,022-64.1% | $4,751-77.1% |
| Participant deferral / active EE | $2,008 | $4,836-58.5% | $4,438-54.7% | $6,710-70.1% |
| Admin fee / account holder | $2,668 | $6,408-58.4% | $5,614-52.5% | $11,403-76.6% |