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 | $118,857 | $102,616+15.8% | $81,983+45.0% | $158,922-25.2% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 11.32% | 61.04%-49.7pp | 41.31%-30.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,233 | $3,240-31.1% | $2,498-10.6% | $4,761-53.1% |
| Participant deferral / active EE | $4,993 | $4,648+7.4% | $3,722+34.1% | $5,982-16.5% |
| Admin fee / account holder | $2,796 | $8,235-66.0% | $5,664-50.6% | $11,246-75.1% |