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 9-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 | $102,388 | $81,632+25.4% | $70,449+45.3% | $158,922-35.6% |
| Participation rate | 26.3% | 77.7%-51.4pp | 75.1%-48.7pp | 82.0%-55.6pp |
| Annual return | 22.67% | 208.40%-185.7pp | 109.03%-86.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $466 | $3,217-85.5% | $2,737-83.0% | $4,761-90.2% |
| Participant deferral / active EE | $1,260 | $4,554-72.3% | $3,709-66.0% | $5,982-78.9% |
| Admin fee / account holder | $15,678 | $6,193+153.2% | $3,845+307.7% | $11,246+39.4% |