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 | $106,531 | $88,751+20.0% | $81,812+30.2% | $145,922-27.0% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 11.33% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,460 | $3,083+44.7% | $2,912+53.2% | $4,660-4.3% |
| Participant deferral / active EE | $7,044 | $4,643+51.7% | $4,319+63.1% | $6,688+5.3% |
| Admin fee / account holder | $25,148 | $8,415+198.8% | $7,386+240.5% | $13,397+87.7% |