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 | $31,641 | $29,660+6.7% | $56,411-43.9% | $80,856-60.9% |
| Participation rate | 48.1% | 41.6%+6.5pp | 52.5%-4.3pp | 67.6%-19.5pp |
| Annual return | 11.17% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $885 | $669+32.2% | $1,039-14.8% | $2,755-67.9% |
| Participant deferral / active EE | $2,923 | $1,226+138.4% | $1,952+49.7% | $4,296-32.0% |
| Admin fee / account holder | $953 | $2,428-60.7% | $2,829-66.3% | $6,918-86.2% |