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 8-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 | $149,793 | $114,381+31.0% | $107,525+39.3% | $142,382+5.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 14.43% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,031 | $4,015-74.3% | $3,754-72.5% | $4,299-76.0% |
| Participant deferral / active EE | $11,583 | $5,564+108.2% | $5,116+126.4% | $6,507+78.0% |
| Admin fee / account holder | $701 | $9,860-92.9% | $8,919-92.1% | $12,624-94.4% |