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 | $136,428 | $107,334+27.1% | $92,893+46.9% | $152,861-10.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 25.63% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $816 | $4,221-80.7% | $3,653-77.7% | $4,762-82.9% |
| Participant deferral / active EE | $3,472 | $4,845-28.3% | $4,236-18.0% | $5,850-40.7% |
| Admin fee / account holder | $1,487 | $7,079-79.0% | $5,794-74.3% | $11,596-87.2% |