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 | $131,300 | $65,561+100.3% | $86,188+52.3% | $75,163+74.7% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 13.40% | 46.05%-32.7pp | 1168.45%-1155.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,287 | $1,553+47.3% | $2,380-3.9% | $2,670-14.3% |
| Participant deferral / active EE | $4,016 | $3,024+32.8% | $3,985+0.8% | $4,125-2.7% |
| Admin fee / account holder | $6,422 | $5,474+17.3% | $6,852-6.3% | $5,651+13.6% |