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 | $53,848 | $183,519-70.7% | $155,509-65.4% | $145,922-63.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.62% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.7pp |
| Employer contribution / active EE | $6,858 | $5,313+29.1% | $4,672+46.8% | $4,660+47.2% |
| Participant deferral / active EE | $6,204 | $6,462-4.0% | $5,626+10.3% | $6,688-7.2% |
| Admin fee / account holder | $11,277 | $19,313-41.6% | $15,912-29.1% | $13,397-15.8% |