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 | $193,870 | $105,998+82.9% | $92,233+110.2% | $147,584+31.4% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $993 | $4,333-77.1% | $3,679-73.0% | $4,876-79.6% |
| Participant deferral / active EE | $4,005 | $4,478-10.6% | $3,897+2.8% | $5,439-26.4% |
| Admin fee / account holder | $8,701 | $6,332+37.4% | $5,194+67.5% | $10,885-20.1% |