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 4-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 | $47,456 | $27,915+70.0% | $58,482-18.9% | $75,163-36.9% |
| Participation rate | 6.2% | 38.8%-32.6pp | 50.9%-44.7pp | 67.2%-61.0pp |
| Annual return | 22.48% | 44.20%-21.7pp | 4239.32%-4216.8pp | 160.62%-138.1pp |
| Employer contribution / active EE | $180 | $669-73.1% | $1,053-82.9% | $2,670-93.3% |
| Participant deferral / active EE | $893 | $1,201-25.7% | $1,924-53.6% | $4,125-78.4% |
| Admin fee / account holder | $787 | $1,726-54.4% | $2,516-68.7% | $5,651-86.1% |