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 | $21,903 | $55,415-60.5% | $155,509-85.9% | $74,495-70.6% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 17.23% | 268.50%-251.3pp | 64.67%-47.4pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,002 | $2,267-11.7% | $4,672-57.2% | $2,623-23.7% |
| Participant deferral / active EE | $3,594 | $2,836+26.7% | $5,626-36.1% | $4,346-17.3% |
| Admin fee / account holder | $1,508 | $1,738-13.2% | $15,912-90.5% | $1,942-22.3% |