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 | $243,507 | $100,754+141.7% | $86,677+180.9% | $134,475+81.1% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -14.23% | 29.04%-43.3pp | 35.91%-50.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,042 | $3,489-41.5% | $2,836-28.0% | $4,740-56.9% |
| Participant deferral / active EE | $5,099 | $5,338-4.5% | $4,656+9.5% | $6,400-20.3% |
| Admin fee / account holder | $5,177 | $10,926-52.6% | $7,493-30.9% | $11,426-54.7% |