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 | $52,957 | $53,516-1.0% | $126,539-58.1% | $84,808-37.6% |
| Participation rate | 61.8% | 58.2%+3.6pp | 69.8%-8.0pp | 68.3%-6.5pp |
| Annual return | 31.89% | 58.34%-26.4pp | 425.95%-394.1pp | 40.90%-9.0pp |
| Employer contribution / active EE | $2,838 | $1,535+84.9% | $3,674-22.8% | $2,631+7.9% |
| Participant deferral / active EE | $5,602 | $2,671+109.8% | $4,083+37.2% | $4,212+33.0% |
| Admin fee / account holder | $4,211 | $4,497-6.3% | $6,065-30.6% | $7,344-42.7% |