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 | $107,848 | $96,635+11.6% | $86,612+24.5% | $139,434-22.7% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 23.14% | 106.41%-83.3pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $400 | $3,263-87.7% | $3,022-86.8% | $4,751-91.6% |
| Participant deferral / active EE | $4,500 | $4,836-6.9% | $4,438+1.4% | $6,710-32.9% |
| Admin fee / account holder | $511 | $6,408-92.0% | $5,614-90.9% | $11,403-95.5% |