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 | $27,741 | $58,208-52.3% | $81,812-66.1% | $80,856-65.7% |
| Participation rate | 56.6% | 63.4%-6.8pp | 72.3%-15.7pp | 67.6%-11.0pp |
| Annual return | 40.97% | 41.66%-0.7pp | 773.79%-732.8pp | 35.59%+5.4pp |
| Employer contribution / active EE | $1,607 | $2,340-31.3% | $2,912-44.8% | $2,755-41.7% |
| Participant deferral / active EE | $2,674 | $3,281-18.5% | $4,319-38.1% | $4,296-37.8% |
| Admin fee / account holder | $928 | $4,981-81.4% | $7,386-87.4% | $6,918-86.6% |