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 | $24,691 | $102,604-75.9% | $86,188-71.4% | $139,434-82.3% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.0%-11.1pp | 80.3%-22.4pp |
| Annual return | 31.33% | 1922.51%-1891.2pp | 1168.45%-1137.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $2,406 | $3,032-20.7% | $2,380+1.1% | $4,751-49.4% |
| Participant deferral / active EE | $7,270 | $4,676+55.5% | $3,985+82.4% | $6,710+8.3% |
| Admin fee / account holder | $303 | $8,657-96.5% | $6,852-95.6% | $11,403-97.3% |