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 | $67,840 | $157,256-56.9% | $141,162-51.9% | $152,861-55.6% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.4%-29.8pp |
| Annual return | 25.97% | 64.32%-38.4pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,204 | $5,261-77.1% | $4,735-74.6% | $4,762-74.7% |
| Participant deferral / active EE | $3,478 | $7,109-51.1% | $6,709-48.2% | $5,850-40.5% |
| Admin fee / account holder | $9,125 | $12,120-24.7% | $10,261-11.1% | $11,596-21.3% |