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 | $151,398 | $104,664+44.7% | $85,682+76.7% | $167,490-9.6% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 14.56% | 21.45%-6.9pp | 21.49%-6.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,644 | $3,337-50.7% | $2,618-37.2% | $4,837-66.0% |
| Participant deferral / active EE | $4,389 | $4,824-9.0% | $3,923+11.9% | $6,341-30.8% |
| Admin fee / account holder | $822 | $10,032-91.8% | $6,873-88.0% | $12,309-93.3% |