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 7-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 | $99,934 | $60,892+64.1% | $82,389+21.3% | $84,808+17.8% |
| Participation rate | 59.5% | 63.3%-3.8pp | 69.5%-10.1pp | 68.3%-8.9pp |
| Annual return | 20.88% | 37.29%-16.4pp | 28.67%-7.8pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,970 | $1,779+10.7% | $2,517-21.7% | $2,631-25.1% |
| Participant deferral / active EE | $3,500 | $3,179+10.1% | $4,155-15.8% | $4,212-16.9% |
| Admin fee / account holder | $3,799 | $5,467-30.5% | $7,231-47.5% | $7,344-48.3% |