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 | $116,800 | $132,049-11.5% | $200,582-41.8% | $74,304+57.2% |
| Participation rate | 54.5% | 84.1%-29.5pp | 86.9%-32.3pp | 60.3%-5.8pp |
| Annual return | 15.77% | 22.22%-6.4pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $5,213 | $4,558+14.4% | $6,419-18.8% | $2,241+132.6% |
| Participant deferral / active EE | $10,354 | $7,213+43.5% | $9,331+11.0% | $3,767+174.8% |
| Admin fee / account holder | $23,485 | $2,405+876.7% | $16,305+44.0% | $2,969+691.1% |