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 6-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 | $196,889 | $175,202+12.4% | $149,673+31.5% | $139,434+41.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 41.73% | 166.71%-125.0pp | 134.42%-92.7pp | 372.94%-331.2pp |
| Employer contribution / active EE | $7,342 | $5,474+34.1% | $4,818+52.4% | $4,751+54.5% |
| Participant deferral / active EE | $5,603 | $6,519-14.0% | $5,680-1.4% | $6,710-16.5% |
| Admin fee / account holder | $1,118 | $16,150-93.1% | $13,210-91.5% | $11,403-90.2% |