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 | $116,547 | $76,738+51.9% | $56,411+106.6% | $145,922-20.1% |
| Participation rate | 63.2% | 63.2%-0.1pp | 52.5%+10.7pp | 80.3%-17.1pp |
| Annual return | 43.03% | 2994.23%-2951.2pp | 1701.33%-1658.3pp | 561.29%-518.3pp |
| Employer contribution / active EE | $1,737 | $1,380+25.9% | $1,039+67.2% | $4,660-62.7% |
| Participant deferral / active EE | $2,478 | $2,623-5.5% | $1,952+27.0% | $6,688-62.9% |
| Admin fee / account holder | $2,282 | $3,334-31.6% | $2,829-19.3% | $13,397-83.0% |