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 | $124,960 | $95,416+31.0% | $185,823-32.8% | $85,850+45.6% |
| Participation rate | 62.2% | 68.8%-6.6pp | 81.7%-19.5pp | 69.3%-7.2pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $788 | $3,314-76.2% | $5,167-84.7% | $2,565-69.3% |
| Participant deferral / active EE | $4,491 | $3,423+31.2% | $5,568-19.3% | $3,952+13.7% |
| Admin fee / account holder | $2,876 | $7,213-60.1% | $16,237-82.3% | $6,260-54.1% |