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 | $144,129 | $84,696+70.2% | $75,696+90.4% | $167,490-13.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 11.05% | 199.36%-188.3pp | 104.53%-93.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,800 | $3,230-44.3% | $2,743-34.4% | $4,837-62.8% |
| Participant deferral / active EE | $2,228 | $4,580-51.4% | $3,821-41.7% | $6,341-64.9% |
| Admin fee / account holder | $1,535 | $5,355-71.3% | $3,619-57.6% | $12,309-87.5% |