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 | $8,997 | $49,922-82.0% | $80,569-88.8% | $75,163-88.0% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 30.16% | 34.69%-4.5pp | 935.43%-905.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $447 | $1,698-73.7% | $2,723-83.6% | $2,670-83.3% |
| Participant deferral / active EE | $989 | $2,990-66.9% | $4,447-77.8% | $4,125-76.0% |
| Admin fee / account holder | $852 | $3,577-76.2% | $5,377-84.1% | $5,651-84.9% |