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 | $35,544 | $30,400+16.9% | $53,898-34.1% | $84,808-58.1% |
| Participation rate | 17.2% | 46.4%-29.3pp | 55.0%-37.8pp | 68.3%-51.1pp |
| Annual return | 23.80% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $317 | $603-47.4% | $932-66.0% | $2,631-88.0% |
| Participant deferral / active EE | $1,132 | $1,199-5.5% | $1,826-38.0% | $4,212-73.1% |
| Admin fee / account holder | $996 | $1,993-50.0% | $2,491-60.0% | $7,344-86.4% |