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 | $192,611 | $209,411-8.0% | $178,490+7.9% | $158,922+21.2% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 33.46% | 188.75%-155.3pp | 151.07%-117.6pp | 302.83%-269.4pp |
| Employer contribution / active EE | $1,524 | $5,706-73.3% | $5,011-69.6% | $4,761-68.0% |
| Participant deferral / active EE | $5,949 | $5,954-0.1% | $5,202+14.4% | $5,982-0.6% |
| Admin fee / account holder | $1,428 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |