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 | $30,504 | $70,606-56.8% | $53,898-43.4% | $142,382-78.6% |
| Participation rate | 7.7% | 63.7%-56.0pp | 55.0%-47.3pp | 80.1%-72.4pp |
| Annual return | 18.71% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $102 | $1,202-91.5% | $932-89.1% | $4,299-97.6% |
| Participant deferral / active EE | $265 | $2,364-88.8% | $1,826-85.5% | $6,507-95.9% |
| Admin fee / account holder | $322 | $2,852-88.7% | $2,491-87.1% | $12,624-97.4% |