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 | $134,674 | $102,966+30.8% | $90,281+49.2% | $152,861-11.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 22.06% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,000 | $3,139-68.1% | $2,854-65.0% | $4,762-79.0% |
| Participant deferral / active EE | $2,500 | $4,281-41.6% | $3,885-35.7% | $5,850-57.3% |
| Admin fee / account holder | $2,617 | $6,171-57.6% | $5,351-51.1% | $11,596-77.4% |