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 | $155,992 | $105,181+48.3% | $159,436-2.2% | $85,850+81.7% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.8%-47.1pp | 69.3%-33.6pp |
| Annual return | 12.95% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,472 | $3,318-55.6% | $4,829-69.5% | $2,565-42.6% |
| Participant deferral / active EE | $4,263 | $5,945-28.3% | $7,352-42.0% | $3,952+7.9% |
| Admin fee / account holder | $3,935 | $6,933-43.2% | $10,799-63.6% | $6,260-37.1% |