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 | $145,216 | $98,750+47.1% | $149,696-3.0% | $79,858+81.8% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 15.43% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,771 | $3,216-13.8% | $4,644-40.3% | $2,471+12.2% |
| Participant deferral / active EE | $7,300 | $5,680+28.5% | $6,842+6.7% | $3,740+95.2% |
| Admin fee / account holder | $11,229 | $6,053+85.5% | $9,309+20.6% | $5,306+111.6% |