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 10-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 | $221,116 | $104,974+110.6% | $95,585+131.3% | $142,382+55.3% |
| Participation rate | 69.2% | 75.0%-5.7pp | 72.1%-2.8pp | 80.1%-10.9pp |
| Annual return | 12.24% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $7,250 | $2,779+160.9% | $2,527+186.9% | $4,299+68.6% |
| Participant deferral / active EE | $9,209 | $4,352+111.6% | $4,023+128.9% | $6,507+41.5% |
| Admin fee / account holder | $73,105 | $6,386+1044.7% | $6,127+1093.1% | $12,624+479.1% |