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 | $150,875 | $96,305+56.7% | $80,569+87.3% | $139,434+8.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 13.42% | 1350.08%-1336.7pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,665 | $3,262-49.0% | $2,723-38.9% | $4,751-64.9% |
| Participant deferral / active EE | $2,051 | $5,232-60.8% | $4,447-53.9% | $6,710-69.4% |
| Admin fee / account holder | $1,705 | $6,599-74.2% | $5,377-68.3% | $11,403-85.1% |