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 | $71,796 | $106,515-32.6% | $96,683-25.7% | $139,434-48.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 20.23% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,154 | $4,103-23.1% | $3,737-15.6% | $4,751-33.6% |
| Participant deferral / active EE | $8,507 | $5,454+56.0% | $4,878+74.4% | $6,710+26.8% |
| Admin fee / account holder | $750 | $7,877-90.5% | $6,730-88.9% | $11,403-93.4% |