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 | $148,758 | $159,602-6.8% | $150,045-0.9% | $142,382+4.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.90% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,481 | $4,961-29.8% | $4,693-25.8% | $4,299-19.0% |
| Participant deferral / active EE | $7,892 | $8,310-5.0% | $7,997-1.3% | $6,507+21.3% |
| Admin fee / account holder | $1,670 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |