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 | $176,957 | $209,411-15.5% | $178,490-0.9% | $158,922+11.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 22.51% | 188.75%-166.2pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,471 | $5,706-74.2% | $5,011-70.6% | $4,761-69.1% |
| Participant deferral / active EE | $2,901 | $5,954-51.3% | $5,202-44.2% | $5,982-51.5% |
| Admin fee / account holder | $9,327 | $17,074-45.4% | $13,984-33.3% | $11,246-17.1% |