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 | $25,379 | $29,660-14.4% | $56,411-55.0% | $80,856-68.6% |
| Participation rate | 44.8% | 41.6%+3.2pp | 52.5%-7.6pp | 67.6%-22.8pp |
| Annual return | 25.48% | 35.23%-9.7pp | 1701.33%-1675.8pp | 35.59%-10.1pp |
| Employer contribution / active EE | $1,286 | $669+92.1% | $1,039+23.8% | $2,755-53.3% |
| Participant deferral / active EE | $2,621 | $1,226+113.8% | $1,952+34.3% | $4,296-39.0% |
| Admin fee / account holder | $979 | $2,428-59.7% | $2,829-65.4% | $6,918-85.9% |