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 9-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 | $205,791 | $114,381+79.9% | $107,525+91.4% | $142,382+44.5% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 16.84% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $916 | $4,015-77.2% | $3,754-75.6% | $4,299-78.7% |
| Participant deferral / active EE | $4,811 | $5,564-13.5% | $5,116-6.0% | $6,507-26.1% |
| Admin fee / account holder | $1,812 | $9,860-81.6% | $8,919-79.7% | $12,624-85.6% |