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 | $243,275 | $70,606+244.6% | $53,898+351.4% | $142,382+70.9% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 13.48% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,386 | $1,202+15.3% | $932+48.7% | $4,299-67.8% |
| Participant deferral / active EE | $6,516 | $2,364+175.6% | $1,826+256.8% | $6,507+0.1% |
| Admin fee / account holder | $631 | $2,852-77.9% | $2,491-74.7% | $12,624-95.0% |