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 | $168,730 | $64,839+160.2% | $95,585+76.5% | $84,808+99.0% |
| Participation rate | 54.5% | 63.8%-9.3pp | 72.1%-17.5pp | 68.3%-13.8pp |
| Annual return | 16.30% | -670.96%+687.3pp | 38.56%-22.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,035 | $1,759+15.7% | $2,527-19.5% | $2,631-22.7% |
| Participant deferral / active EE | $4,502 | $2,965+51.8% | $4,023+11.9% | $4,212+6.9% |
| Admin fee / account holder | $1,498 | $5,964-74.9% | $6,127-75.6% | $7,344-79.6% |