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 | $108,304 | $202,318-46.5% | $172,739-37.3% | $152,861-29.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,247 | $5,856-44.6% | $5,143-36.9% | $4,762-31.8% |
| Participant deferral / active EE | $7,856 | $5,948+32.1% | $5,198+51.1% | $5,850+34.3% |
| Admin fee / account holder | $445 | $17,109-97.4% | $13,954-96.8% | $11,596-96.2% |