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 | $235,558 | $125,758+87.3% | $169,993+38.6% | $75,163+213.4% |
| Participation rate | 56.9% | 83.6%-26.7pp | 87.0%-30.1pp | 67.2%-10.3pp |
| Annual return | 18.42% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,086 | $6,837+18.3% | $10,408-22.3% | $4,125+96.0% |
| Admin fee / account holder | $4,340 | $8,173-46.9% | $12,815-66.1% | $5,651-23.2% |