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 | $36,828 | $58,778-37.3% | $129,207-71.5% | $77,643-52.6% |
| Participation rate | 28.0% | 59.2%-31.3pp | 69.6%-41.6pp | 70.6%-42.6pp |
| Annual return | 16.08% | 24.73%-8.7pp | 9417.33%-9401.2pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,219 | $1,952-37.6% | $4,153-70.6% | $2,726-55.3% |
| Participant deferral / active EE | $2,281 | $3,212-29.0% | $4,168-45.3% | $4,647-50.9% |
| Admin fee / account holder | $1,181 | $589+100.3% | $7,715-84.7% | $430+174.4% |