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 | $108,457 | $114,047-4.9% | $96,139+12.8% | $167,490-35.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 25.72% | 189.88%-164.2pp | 191.94%-166.2pp | 478.56%-452.8pp |
| Employer contribution / active EE | $19,813 | $3,427+478.2% | $2,797+608.4% | $4,837+309.6% |
| Participant deferral / active EE | $4,842 | $5,194-6.8% | $4,349+11.3% | $6,341-23.6% |
| Admin fee / account holder | $70,120 | $6,897+916.7% | $5,537+1166.4% | $12,309+469.7% |