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 | $122,251 | $53,516+128.4% | $126,539-3.4% | $84,808+44.2% |
| Participation rate | 54.8% | 58.2%-3.4pp | 69.8%-15.0pp | 68.3%-13.5pp |
| Annual return | 14.90% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,685 | $1,535+9.8% | $3,674-54.1% | $2,631-36.0% |
| Participant deferral / active EE | $3,818 | $2,671+43.0% | $4,083-6.5% | $4,212-9.3% |
| Admin fee / account holder | $2,471 | $4,497-45.1% | $6,065-59.3% | $7,344-66.4% |