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 4-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 | $73,598 | $67,984+8.3% | $65,493+12.4% | $74,304-1.0% |
| Participation rate | 58.6% | 66.3%-7.8pp | 73.1%-14.5pp | 60.3%-1.8pp |
| Annual return | 19.74% | 19.87%-0.1pp | 982.45%-962.7pp | 29.43%-9.7pp |
| Employer contribution / active EE | $2,209 | $2,491-11.3% | $2,574-14.2% | $2,241-1.4% |
| Participant deferral / active EE | $5,173 | $3,346+54.6% | $3,961+30.6% | $3,767+37.3% |
| Admin fee / account holder | $2,289 | $1,373+66.8% | $5,028-54.5% | $2,969-22.9% |