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 5-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 | $177,092 | $104,974+68.7% | $95,585+85.3% | $142,382+24.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 16.21% | 210.33%-194.1pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $763 | $2,779-72.5% | $2,527-69.8% | $4,299-82.2% |
| Participant deferral / active EE | $9,400 | $4,352+116.0% | $4,023+133.7% | $6,507+44.5% |
| Admin fee / account holder | $1,969 | $6,386-69.2% | $6,127-67.9% | $12,624-84.4% |