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 7-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 | $52,226 | $70,606-26.0% | $53,898-3.1% | $142,382-63.3% |
| Participation rate | 43.8% | 63.7%-20.0pp | 55.0%-11.2pp | 80.1%-36.4pp |
| Annual return | 20.20% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,824 | $1,202+51.7% | $932+95.7% | $4,299-57.6% |
| Participant deferral / active EE | $2,987 | $2,364+26.3% | $1,826+63.5% | $6,507-54.1% |
| Admin fee / account holder | $323 | $2,852-88.7% | $2,491-87.0% | $12,624-97.4% |