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 | $14,874 | $76,738-80.6% | $56,411-73.6% | $145,922-89.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 14.73% | 2994.23%-2979.5pp | 1701.33%-1686.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $584 | $1,380-57.7% | $1,039-43.8% | $4,660-87.5% |
| Participant deferral / active EE | $776 | $2,623-70.4% | $1,952-60.2% | $6,688-88.4% |
| Admin fee / account holder | $2,175 | $3,334-34.8% | $2,829-23.1% | $13,397-83.8% |