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 | $56,216 | $209,411-73.2% | $178,490-68.5% | $158,922-64.6% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 17.08% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $9,233 | $5,706+61.8% | $5,011+84.3% | $4,761+93.9% |
| Participant deferral / active EE | $7,729 | $5,954+29.8% | $5,202+48.6% | $5,982+29.2% |
| Admin fee / account holder | $3,767 | $17,074-77.9% | $13,984-73.1% | $11,246-66.5% |