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 5-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 | $220,164 | $88,751+148.1% | $81,812+169.1% | $145,922+50.9% |
| Participation rate | 15.8% | 75.0%-59.2pp | 72.3%-56.6pp | 80.3%-64.5pp |
| Annual return | 11.89% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,250 | $3,083-27.0% | $2,912-22.7% | $4,660-51.7% |
| Participant deferral / active EE | $2,953 | $4,643-36.4% | $4,319-31.6% | $6,688-55.8% |
| Admin fee / account holder | $2,074 | $8,415-75.4% | $7,386-71.9% | $13,397-84.5% |