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 | $235,545 | $177,572+32.6% | $154,803+52.2% | $142,382+65.4% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.1%-14.9pp | 80.1%-17.0pp |
| Annual return | 18.72% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,152 | $4,810-34.5% | $4,305-26.8% | $4,299-26.7% |
| Participant deferral / active EE | $8,811 | $6,272+40.5% | $5,540+59.0% | $6,507+35.4% |
| Admin fee / account holder | $1,945 | $16,786-88.4% | $14,329-86.4% | $12,624-84.6% |