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 | $197,042 | $117,841+67.2% | $102,423+92.4% | $145,922+35.0% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.6pp |
| Annual return | 17.90% | 31.65%-13.7pp | 29.32%-11.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,650 | $5,731-18.9% | $5,053-8.0% | $6,688-30.5% |
| Admin fee / account holder | $55,968 | $13,326+320.0% | $9,451+492.2% | $13,397+317.8% |