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 5-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 | $14,510 | $99,918-85.5% | $81,382-82.2% | $145,922-90.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 11.14% | 34.32%-23.2pp | 24.73%-13.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,446 | $2,978-51.4% | $2,463-41.3% | $4,660-69.0% |
| Participant deferral / active EE | $3,705 | $4,605-19.5% | $3,883-4.6% | $6,688-44.6% |
| Admin fee / account holder | $995 | $8,212-87.9% | $5,768-82.8% | $13,397-92.6% |