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 6-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 | $166,594 | $111,754+49.1% | $103,333+61.2% | $145,922+14.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.98% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,331 | $4,212-44.7% | $3,868-39.7% | $4,660-50.0% |
| Participant deferral / active EE | $9,228 | $5,619+64.2% | $5,057+82.5% | $6,688+38.0% |
| Admin fee / account holder | $5,672 | $9,750-41.8% | $8,355-32.1% | $13,397-57.7% |