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 | $11,545 | $81,625-85.9% | $58,482-80.3% | $139,434-91.7% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 15.84% | 7404.20%-7388.4pp | 4239.32%-4223.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $758 | $1,398-45.8% | $1,053-28.0% | $4,751-84.0% |
| Participant deferral / active EE | $1,855 | $2,557-27.4% | $1,924-3.6% | $6,710-72.4% |
| Admin fee / account holder | $694 | $3,265-78.7% | $2,516-72.4% | $11,403-93.9% |