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 | $89,750 | $58,208+54.2% | $81,812+9.7% | $80,856+11.0% |
| Participation rate | 27.5% | 63.4%-36.0pp | 72.3%-44.9pp | 67.6%-40.2pp |
| Annual return | 15.60% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $661 | $2,340-71.7% | $2,912-77.3% | $2,755-76.0% |
| Participant deferral / active EE | $1,704 | $3,281-48.1% | $4,319-60.5% | $4,296-60.3% |
| Admin fee / account holder | $1,064 | $4,981-78.6% | $7,386-85.6% | $6,918-84.6% |