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 9-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 | $94,901 | $99,877-5.0% | $84,966+11.7% | $145,922-35.0% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.6pp |
| Annual return | 17.99% | 83.76%-65.8pp | 66.38%-48.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,031 | $3,231-68.1% | $2,727-62.2% | $4,660-77.9% |
| Participant deferral / active EE | $1,537 | $5,291-70.9% | $4,519-66.0% | $6,688-77.0% |
| Admin fee / account holder | $11,066 | $7,248+52.7% | $6,149+80.0% | $13,397-17.4% |