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 9-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 | $21,972 | $31,310-29.8% | $53,898-59.2% | $74,304-70.4% |
| Participation rate | 30.9% | 30.7%+0.3pp | 55.0%-24.0pp | 60.3%-29.4pp |
| Annual return | 16.63% | 23.16%-6.5pp | 528.60%-512.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,067 | $450+137.2% | $932+14.5% | $2,241-52.4% |
| Participant deferral / active EE | $1,595 | $934+70.7% | $1,826-12.7% | $3,767-57.7% |
| Admin fee / account holder | $854 | $2,175-60.8% | $2,491-65.7% | $2,969-71.2% |