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 | $136,719 | $114,047+19.9% | $96,139+42.2% | $167,490-18.4% |
| Participation rate | 42.1% | 75.1%-33.0pp | 68.4%-26.3pp | 82.1%-40.0pp |
| Annual return | 31.23% | 189.88%-158.6pp | 191.94%-160.7pp | 478.56%-447.3pp |
| Employer contribution / active EE | $2,081 | $3,427-39.3% | $2,797-25.6% | $4,837-57.0% |
| Participant deferral / active EE | $3,674 | $5,194-29.3% | $4,349-15.5% | $6,341-42.1% |
| Admin fee / account holder | $48,055 | $6,897+596.8% | $5,537+767.9% | $12,309+290.4% |