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 8-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 | $82,679 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 19.38% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,548 | $4,961+11.8% | $4,693+18.2% | $4,299+29.0% |
| Participant deferral / active EE | $8,867 | $8,310+6.7% | $7,997+10.9% | $6,507+36.3% |
| Admin fee / account holder | $9,502 | $14,846-36.0% | $13,435-29.3% | $12,624-24.7% |