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 | $63,014 | $76,738-17.9% | $56,411+11.7% | $145,922-56.8% |
| Participation rate | 16.7% | 63.2%-46.5pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 9.11% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $560 | $1,380-59.4% | $1,039-46.1% | $4,660-88.0% |
| Participant deferral / active EE | $2,467 | $2,623-5.9% | $1,952+26.4% | $6,688-63.1% |
| Admin fee / account holder | $326 | $3,334-90.2% | $2,829-88.5% | $13,397-97.6% |