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 | $189,083 | $64,839+191.6% | $95,585+97.8% | $84,808+123.0% |
| Participation rate | 65.4% | 63.8%+1.6pp | 72.1%-6.7pp | 68.3%-2.9pp |
| Annual return | 15.33% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $877 | $1,759-50.1% | $2,527-65.3% | $2,631-66.7% |
| Participant deferral / active EE | $3,441 | $2,965+16.1% | $4,023-14.5% | $4,212-18.3% |
| Admin fee / account holder | $6,358 | $5,964+6.6% | $6,127+3.8% | $7,344-13.4% |