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 | $110,654 | $106,515+3.9% | $96,683+14.5% | $139,434-20.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.83% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,120 | $4,103-72.7% | $3,737-70.0% | $4,751-76.4% |
| Participant deferral / active EE | $2,800 | $5,454-48.7% | $4,878-42.6% | $6,710-58.3% |
| Admin fee / account holder | $413 | $7,877-94.8% | $6,730-93.9% | $11,403-96.4% |