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 | $155,526 | $88,751+75.2% | $81,812+90.1% | $145,922+6.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 11.98% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,252 | $3,083-27.0% | $2,912-22.7% | $4,660-51.7% |
| Participant deferral / active EE | $6,387 | $4,643+37.6% | $4,319+47.9% | $6,688-4.5% |
| Admin fee / account holder | $38,581 | $8,415+358.5% | $7,386+422.3% | $13,397+188.0% |