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 | $223,778 | $150,440+48.7% | $136,294+64.2% | $147,584+51.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 11.65% | 1049.08%-1037.4pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,067 | $5,256-79.7% | $4,695-77.3% | $4,876-78.1% |
| Participant deferral / active EE | $4,340 | $6,630-34.5% | $6,247-30.5% | $5,439-20.2% |
| Admin fee / account holder | $26,330 | $10,905+141.4% | $9,243+184.9% | $10,885+141.9% |