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 | $87,791 | $99,877-12.1% | $84,966+3.3% | $145,922-39.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.89% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,506 | $3,231-53.4% | $2,727-44.8% | $4,660-67.7% |
| Participant deferral / active EE | $6,506 | $5,291+23.0% | $4,519+44.0% | $6,688-2.7% |
| Admin fee / account holder | $430 | $7,248-94.1% | $6,149-93.0% | $13,397-96.8% |