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 7-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 | $34,387 | $65,561-47.5% | $86,188-60.1% | $75,163-54.2% |
| Participation rate | 26.3% | 60.5%-34.2pp | 69.0%-42.6pp | 67.2%-40.9pp |
| Annual return | 22.25% | 46.05%-23.8pp | 1168.45%-1146.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $856 | $1,553-44.9% | $2,380-64.1% | $2,670-68.0% |
| Participant deferral / active EE | $2,070 | $3,024-31.6% | $3,985-48.1% | $4,125-49.8% |
| Admin fee / account holder | $660 | $5,474-87.9% | $6,852-90.4% | $5,651-88.3% |