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 | $158,364 | $104,974+50.9% | $95,585+65.7% | $142,382+11.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 11.87% | 210.33%-198.5pp | 38.56%-26.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $746 | $2,779-73.2% | $2,527-70.5% | $4,299-82.7% |
| Participant deferral / active EE | $1,123 | $4,352-74.2% | $4,023-72.1% | $6,507-82.7% |
| Admin fee / account holder | $518 | $6,386-91.9% | $6,127-91.6% | $12,624-95.9% |