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 | $141,218 | $150,187-6.0% | $120,354+17.3% | $145,922-3.2% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 8.85% | 154.07%-145.2pp | 107.15%-98.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,238 | $4,348+43.5% | $3,463+80.2% | $4,660+33.9% |
| Participant deferral / active EE | $7,091 | $6,173+14.9% | $4,991+42.1% | $6,688+6.0% |
| Admin fee / account holder | $21,631 | $12,207+77.2% | $9,423+129.6% | $13,397+61.5% |