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 | $11,734 | $57,281-79.5% | $86,612-86.5% | $75,163-84.4% |
| Participation rate | 59.3% | 63.2%-3.9pp | 71.7%-12.4pp | 67.2%-7.9pp |
| Annual return | 20.06% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.6pp |
| Employer contribution / active EE | $384 | $2,314-83.4% | $3,022-87.3% | $2,670-85.6% |
| Participant deferral / active EE | $2,073 | $3,318-37.5% | $4,438-53.3% | $4,125-49.7% |
| Admin fee / account holder | $380 | $4,112-90.8% | $5,614-93.2% | $5,651-93.3% |