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 | $194,419 | $107,334+81.1% | $92,893+109.3% | $152,861+27.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 19.56% | 145.58%-126.0pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,542 | $4,221-63.5% | $3,653-57.8% | $4,762-67.6% |
| Participant deferral / active EE | $12,545 | $4,845+158.9% | $4,236+196.1% | $5,850+114.4% |
| Admin fee / account holder | $3,059 | $7,079-56.8% | $5,794-47.2% | $11,596-73.6% |