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 | $174,196 | $209,411-16.8% | $178,490-2.4% | $158,922+9.6% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 11.11% | 188.75%-177.6pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,514 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $5,745 | $5,954-3.5% | $5,202+10.4% | $5,982-4.0% |
| Admin fee / account holder | $6,841 | $17,074-59.9% | $13,984-51.1% | $11,246-39.2% |