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 | $211,471 | $209,411+1.0% | $178,490+18.5% | $158,922+33.1% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 13.31% | 188.75%-175.4pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,202 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $4,916 | $5,954-17.4% | $5,202-5.5% | $5,982-17.8% |
| Admin fee / account holder | $1,748 | $17,074-89.8% | $13,984-87.5% | $11,246-84.5% |