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 | $138,617 | $70,428+96.8% | $96,562+43.6% | $85,850+61.5% |
| Participation rate | 28.2% | 61.8%-33.6pp | 69.8%-41.6pp | 69.3%-41.1pp |
| Annual return | 16.22% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,243 | $1,413-12.1% | $2,356-47.3% | $2,565-51.6% |
| Participant deferral / active EE | $2,274 | $2,894-21.4% | $3,849-40.9% | $3,952-42.4% |
| Admin fee / account holder | $20,549 | $4,997+311.3% | $6,181+232.5% | $6,260+228.3% |