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 3-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 | $16,592 | $83,902-80.2% | $167,512-90.1% | $84,808-80.4% |
| Participation rate | 51.1% | 66.5%-15.4pp | 77.1%-25.9pp | 68.3%-17.2pp |
| Annual return | 24.67% | 91.55%-66.9pp | 1615.79%-1591.1pp | 40.90%-16.2pp |
| Employer contribution / active EE | $849 | $2,264-62.5% | $3,882-78.1% | $2,631-67.7% |
| Participant deferral / active EE | $2,753 | $4,442-38.0% | $6,405-57.0% | $4,212-34.6% |
| Admin fee / account holder | $312 | $7,915-96.1% | $9,769-96.8% | $7,344-95.7% |