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 | $123,362 | $80,717+52.8% | $154,803-20.3% | $84,808+45.5% |
| Participation rate | 68.1% | 66.8%+1.3pp | 78.1%-9.9pp | 68.3%-0.2pp |
| Annual return | 14.69% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,125 | $2,761-23.0% | $4,305-50.6% | $2,631-19.2% |
| Participant deferral / active EE | $3,839 | $3,303+16.2% | $5,540-30.7% | $4,212-8.9% |
| Admin fee / account holder | $1,475 | $6,746-78.1% | $14,329-89.7% | $7,344-79.9% |