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 | $112,230 | $201,272-44.2% | $184,203-39.1% | $145,922-23.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.13% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,988 | $7,022-43.2% | $6,427-37.9% | $4,660-14.4% |
| Participant deferral / active EE | $7,531 | $9,806-23.2% | $9,131-17.5% | $6,688+12.6% |
| Admin fee / account holder | $787 | $16,364-95.2% | $13,901-94.3% | $13,397-94.1% |