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 | $13,466 | $34,308-60.7% | $74,701-82.0% | $72,985-81.5% |
| Participation rate | 37.7% | 42.4%-4.7pp | 54.5%-16.7pp | 69.5%-31.8pp |
| Annual return | 122.59% | 26.58%+96.0pp | 752.92%-630.3pp | 81.00%+41.6pp |
| Employer contribution / active EE | $1,044 | $692+51.0% | $1,084-3.6% | $2,440-57.2% |
| Participant deferral / active EE | $1,384 | $1,271+8.9% | $1,964-29.5% | $3,607-61.6% |
| Admin fee / account holder | $774 | $2,124-63.6% | $3,333-76.8% | $5,124-84.9% |