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 | $181,806 | $114,381+58.9% | $107,525+69.1% | $142,382+27.7% |
| Participation rate | 31.3% | 78.1%-46.9pp | 75.1%-43.8pp | 80.1%-48.9pp |
| Annual return | 17.71% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,507 | $4,015-62.5% | $3,754-59.9% | $4,299-64.9% |
| Participant deferral / active EE | $4,626 | $5,564-16.9% | $5,116-9.6% | $6,507-28.9% |
| Admin fee / account holder | $4,200 | $9,860-57.4% | $8,919-52.9% | $12,624-66.7% |