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 | $170,977 | $158,398+7.9% | $126,539+35.1% | $142,382+20.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 20.53% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $16,723 | $4,650+259.6% | $3,674+355.2% | $4,299+289.0% |
| Participant deferral / active EE | $7,256 | $4,767+52.2% | $4,083+77.7% | $6,507+11.5% |
| Admin fee / account holder | $931 | $6,918-86.5% | $6,065-84.7% | $12,624-92.6% |