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 | $131,343 | $89,355+47.0% | $141,162-7.0% | $72,985+80.0% |
| Participation rate | 62.3% | 75.1%-12.8pp | 82.5%-20.2pp | 69.5%-7.2pp |
| Annual return | 23.94% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,864 | $3,114-40.2% | $4,735-60.6% | $2,440-23.6% |
| Participant deferral / active EE | $2,607 | $5,418-51.9% | $6,709-61.1% | $3,607-27.7% |
| Admin fee / account holder | $17,697 | $5,958+197.0% | $10,261+72.5% | $5,124+245.3% |