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 | $150,499 | $88,751+69.6% | $81,812+84.0% | $145,922+3.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 11.20% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,604 | $3,083-48.0% | $2,912-44.9% | $4,660-65.6% |
| Participant deferral / active EE | $1,917 | $4,643-58.7% | $4,319-55.6% | $6,688-71.3% |
| Admin fee / account holder | $1,176 | $8,415-86.0% | $7,386-84.1% | $13,397-91.2% |