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 | $87,527 | $74,888+16.9% | $71,209+22.9% | $142,382-38.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 22.11% | 345.14%-323.0pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,664 | $2,854+63.4% | $2,721+71.4% | $4,299+8.5% |
| Participant deferral / active EE | $6,835 | $4,454+53.4% | $4,175+63.7% | $6,507+5.0% |
| Admin fee / account holder | $94,481 | $5,568+1596.7% | $5,349+1666.4% | $12,624+648.4% |