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 | $162,074 | $70,756+129.1% | $65,493+147.5% | $142,382+13.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 17.16% | 1754.89%-1737.7pp | 982.45%-965.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,001 | $2,881+4.2% | $2,574+16.6% | $4,299-30.2% |
| Participant deferral / active EE | $7,500 | $4,637+61.7% | $3,961+89.3% | $6,507+15.3% |
| Admin fee / account holder | $344 | $6,559-94.8% | $5,028-93.2% | $12,624-97.3% |