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 | $194,470 | $111,724+74.1% | $93,606+107.8% | $145,922+33.3% |
| Participation rate | 15.0% | 74.2%-59.2pp | 68.7%-53.7pp | 80.3%-65.3pp |
| Annual return | 10.41% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $561 | $3,090-81.9% | $2,420-76.8% | $4,660-88.0% |
| Participant deferral / active EE | $2,675 | $4,912-45.5% | $4,411-39.4% | $6,688-60.0% |
| Admin fee / account holder | $39,806 | $10,250+288.4% | $8,285+380.5% | $13,397+197.1% |