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 | $245,643 | $100,773+143.8% | $88,946+176.2% | $142,382+72.5% |
| Participation rate | 46.2% | 74.3%-28.1pp | 68.8%-22.7pp | 80.1%-34.0pp |
| Annual return | 14.30% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,912 | $2,918+102.6% | $2,555+131.4% | $4,299+37.5% |
| Participant deferral / active EE | $10,226 | $5,230+95.5% | $4,581+123.2% | $6,507+57.1% |
| Admin fee / account holder | $40,351 | $9,693+316.3% | $8,261+388.5% | $12,624+219.6% |