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 6-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 | $99,127 | $210,648-52.9% | $177,989-44.3% | $145,922-32.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 15.06% | 385.86%-370.8pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,204 | $4,565-51.7% | $3,949-44.2% | $4,660-52.7% |
| Participant deferral / active EE | $12,479 | $6,958+79.4% | $6,276+98.8% | $6,688+86.6% |
| Admin fee / account holder | $3,247 | $12,013-73.0% | $10,363-68.7% | $13,397-75.8% |