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 7-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 | $195,409 | $179,726+8.7% | $156,263+25.1% | $142,382+37.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 13.23% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,000 | $5,069-60.5% | $4,333-53.8% | $4,299-53.5% |
| Participant deferral / active EE | $2,500 | $6,956-64.1% | $6,158-59.4% | $6,507-61.6% |
| Admin fee / account holder | $158,257 | $17,272+816.3% | $14,255+1010.2% | $12,624+1153.7% |