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 | $11,609 | $27,915-58.4% | $58,482-80.1% | $75,163-84.6% |
| Participation rate | 43.9% | 38.8%+5.0pp | 50.9%-7.0pp | 67.2%-23.3pp |
| Annual return | 20.99% | 44.20%-23.2pp | 4239.32%-4218.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,425 | $669+113.0% | $1,053+35.3% | $2,670-46.6% |
| Participant deferral / active EE | $603 | $1,201-49.8% | $1,924-68.7% | $4,125-85.4% |
| Admin fee / account holder | $902 | $1,726-47.7% | $2,516-64.1% | $5,651-84.0% |