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 | $235,832 | $202,432+16.5% | $169,368+39.2% | $139,434+69.1% |
| Participation rate | 57.1% | 81.1%-23.9pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 19.24% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $29,080 | $4,692+519.7% | $4,013+624.7% | $4,751+512.1% |
| Participant deferral / active EE | $54,635 | $6,938+687.5% | $6,221+778.2% | $6,710+714.2% |
| Admin fee / account holder | $1,345 | $10,708-87.4% | $9,003-85.1% | $11,403-88.2% |