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 | $183,213 | $107,334+70.7% | $92,893+97.2% | $152,861+19.9% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 19.86% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,360 | $4,221-44.1% | $3,653-35.4% | $4,762-50.4% |
| Participant deferral / active EE | $6,367 | $4,845+31.4% | $4,236+50.3% | $5,850+8.8% |
| Admin fee / account holder | $1,966 | $7,079-72.2% | $5,794-66.1% | $11,596-83.0% |