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 | $12,764 | $29,660-57.0% | $56,411-77.4% | $80,856-84.2% |
| Participation rate | 23.7% | 41.6%-18.0pp | 52.5%-28.8pp | 67.6%-44.0pp |
| Annual return | 41.51% | 35.23%+6.3pp | 1701.33%-1659.8pp | 35.59%+5.9pp |
| Employer contribution / active EE | $232 | $669-65.3% | $1,039-77.7% | $2,755-91.6% |
| Participant deferral / active EE | $937 | $1,226-23.6% | $1,952-52.0% | $4,296-78.2% |
| Admin fee / account holder | $873 | $2,428-64.0% | $2,829-69.1% | $6,918-87.4% |