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 7-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 | $130,520 | $70,606+84.9% | $53,898+142.2% | $142,382-8.3% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 13.15% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $131 | $1,202-89.1% | $932-85.9% | $4,299-97.0% |
| Participant deferral / active EE | $1,554 | $2,364-34.3% | $1,826-14.9% | $6,507-76.1% |
| Admin fee / account holder | $2,867 | $2,852+0.5% | $2,491+15.1% | $12,624-77.3% |