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 4-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 | $96,712 | $54,705+76.8% | $71,209+35.8% | $84,808+14.0% |
| Participation rate | 69.0% | 64.1%+4.9pp | 73.8%-4.8pp | 68.3%+0.7pp |
| Annual return | 15.25% | 35.90%-20.6pp | 282.51%-267.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,708 | $2,158+25.5% | $2,721-0.5% | $2,631+2.9% |
| Participant deferral / active EE | $4,531 | $3,030+49.5% | $4,175+8.5% | $4,212+7.6% |
| Admin fee / account holder | $4,446 | $4,863-8.6% | $5,349-16.9% | $7,344-39.5% |