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 | $59,715 | $226,064-73.6% | $182,532-67.3% | $152,861-60.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 24.70% | 192.51%-167.8pp | 148.54%-123.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,883 | $4,978+38.2% | $4,076+68.9% | $4,762+44.5% |
| Participant deferral / active EE | $7,485 | $6,368+17.5% | $5,524+35.5% | $5,850+27.9% |
| Admin fee / account holder | $596 | $10,703-94.4% | $8,592-93.1% | $11,596-94.9% |