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 | $142,540 | $158,398-10.0% | $126,539+12.6% | $142,382+0.1% |
| Participation rate | 69.6% | 75.8%-6.2pp | 69.8%-0.3pp | 80.1%-10.6pp |
| Annual return | 13.72% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,846 | $4,650-60.3% | $3,674-49.7% | $4,299-57.1% |
| Participant deferral / active EE | $6,039 | $4,767+26.7% | $4,083+47.9% | $6,507-7.2% |
| Admin fee / account holder | $614 | $6,918-91.1% | $6,065-89.9% | $12,624-95.1% |