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 6-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 | $35,812 | $54,517-34.3% | $75,972-52.9% | $74,495-51.9% |
| Participation rate | 29.9% | 60.3%-30.4pp | 69.1%-39.1pp | 67.2%-37.3pp |
| Annual return | 45.54% | 31.82%+13.7pp | 359.55%-314.0pp | 1364.94%-1319.4pp |
| Employer contribution / active EE | $1,214 | $1,777-31.7% | $2,685-54.8% | $2,623-53.7% |
| Participant deferral / active EE | $1,859 | $3,066-39.4% | $4,255-56.3% | $4,346-57.2% |
| Admin fee / account holder | $2,165 | $2,229-2.8% | $6,467-66.5% | $1,942+11.5% |