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 | $72,630 | $96,484-24.7% | $75,886-4.3% | $152,861-52.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 25.51% | 33.98%-8.5pp | 30.76%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,174 | $3,309-34.3% | $2,500-13.1% | $4,762-54.4% |
| Participant deferral / active EE | $7,623 | $4,553+67.4% | $3,603+111.6% | $5,850+30.3% |
| Admin fee / account holder | $304 | $8,078-96.2% | $5,418-94.4% | $11,596-97.4% |