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 8-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 | $23,132 | $30,400-23.9% | $53,898-57.1% | $84,808-72.7% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 16.10% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $817 | $603+35.6% | $932-12.3% | $2,631-68.9% |
| Participant deferral / active EE | $2,095 | $1,199+74.8% | $1,826+14.7% | $4,212-50.3% |
| Admin fee / account holder | $321 | $1,993-83.9% | $2,491-87.1% | $7,344-95.6% |