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 8-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 | $17,020 | $169,032-89.9% | $129,207-86.8% | $145,922-88.3% |
| Participation rate | 18.2% | 76.4%-58.3pp | 69.6%-51.4pp | 80.3%-62.1pp |
| Annual return | 14.31% | 14330.11%-14315.8pp | 9417.33%-9403.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $714 | $5,537-87.1% | $4,153-82.8% | $4,660-84.7% |
| Participant deferral / active EE | $856 | $4,987-82.8% | $4,168-79.5% | $6,688-87.2% |
| Admin fee / account holder | $338 | $9,954-96.6% | $7,715-95.6% | $13,397-97.5% |