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 5-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 | $161,051 | $189,613-15.1% | $167,512-3.9% | $142,382+13.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 19.39% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $9,427 | $4,349+116.8% | $3,882+142.9% | $4,299+119.3% |
| Participant deferral / active EE | $8,390 | $6,981+20.2% | $6,405+31.0% | $6,507+28.9% |
| Admin fee / account holder | $1,812 | $10,528-82.8% | $9,769-81.5% | $12,624-85.6% |