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 4-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 | $116,113 | $59,417+95.4% | $93,606+24.0% | $74,495+55.9% |
| Participation rate | 19.0% | 59.7%-40.6pp | 68.7%-49.7pp | 67.2%-48.2pp |
| Annual return | 14.11% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $829 | $1,264-34.4% | $2,420-65.8% | $2,623-68.4% |
| Participant deferral / active EE | $1,729 | $3,050-43.3% | $4,411-60.8% | $4,346-60.2% |
| Admin fee / account holder | $2,848 | $3,021-5.7% | $8,285-65.6% | $1,942+46.7% |