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 9-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 | $46,655 | $202,318-76.9% | $172,739-73.0% | $152,861-69.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 17.69% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,953 | $5,856-66.7% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $5,971 | $5,948+0.4% | $5,198+14.9% | $5,850+2.1% |
| Admin fee / account holder | $469 | $17,109-97.3% | $13,954-96.6% | $11,596-96.0% |