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 4-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 | $44,541 | $81,625-45.4% | $58,482-23.8% | $139,434-68.1% |
| Participation rate | 34.8% | 61.3%-26.5pp | 50.9%-16.1pp | 80.3%-45.5pp |
| Annual return | 8.71% | 7404.20%-7395.5pp | 4239.32%-4230.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $430 | $1,398-69.2% | $1,053-59.2% | $4,751-90.9% |
| Participant deferral / active EE | $6,469 | $2,557+153.0% | $1,924+236.2% | $6,710-3.6% |
| Admin fee / account holder | $422 | $3,265-87.1% | $2,516-83.2% | $11,403-96.3% |