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 6-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 | $121,481 | $64,839+87.4% | $95,585+27.1% | $84,808+43.2% |
| Participation rate | 29.0% | 63.8%-34.8pp | 72.1%-43.0pp | 68.3%-39.3pp |
| Annual return | 21.92% | -670.96%+692.9pp | 38.56%-16.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $464 | $1,759-73.6% | $2,527-81.7% | $2,631-82.4% |
| Participant deferral / active EE | $1,612 | $2,965-45.6% | $4,023-59.9% | $4,212-61.7% |
| Admin fee / account holder | $1,591 | $5,964-73.3% | $6,127-74.0% | $7,344-78.3% |