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 | $98,476 | $112,881-12.8% | $90,951+8.3% | $158,922-38.0% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 8.48% | 215.79%-207.3pp | 134.60%-126.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,064 | $2,893-28.7% | $2,122-2.7% | $4,761-56.7% |
| Participant deferral / active EE | $5,583 | $4,128+35.3% | $3,373+65.5% | $5,982-6.7% |
| Admin fee / account holder | $93,871 | $8,041+1067.4% | $5,959+1475.4% | $11,246+734.7% |