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 8-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 | $149,137 | $80,717+84.8% | $154,803-3.7% | $84,808+75.9% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 14.51% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $10,779 | $2,761+290.4% | $4,305+150.4% | $2,631+309.7% |
| Participant deferral / active EE | $7,609 | $3,303+130.3% | $5,540+37.3% | $4,212+80.7% |
| Admin fee / account holder | $1,015 | $6,746-85.0% | $14,329-92.9% | $7,344-86.2% |