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 | $191,472 | $112,096+70.8% | $95,952+99.5% | $158,922+20.5% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 17.36% | 171.09%-153.7pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,395 | $3,198+6.2% | $2,541+33.6% | $4,761-28.7% |
| Participant deferral / active EE | $5,833 | $4,784+21.9% | $4,167+40.0% | $5,982-2.5% |
| Admin fee / account holder | $418 | $10,130-95.9% | $6,795-93.8% | $11,246-96.3% |