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 | $243,525 | $149,734+62.6% | $118,925+104.8% | $158,922+53.2% |
| Participation rate | 13.3% | 82.1%-68.7pp | 75.4%-62.0pp | 82.0%-68.6pp |
| Annual return | 9.84% | 19.95%-10.1pp | 35.88%-26.0pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,386 | $4,115-42.0% | $3,263-26.9% | $4,761-49.9% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,616 | $8,603-34.7% | $6,581-14.7% | $11,246-50.1% |