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 | $132,656 | $108,642+22.1% | $74,701+77.6% | $152,861-13.2% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | 16.98% | 114.06%-97.1pp | 752.92%-735.9pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,179 | $1,503+45.0% | $1,084+101.1% | $4,762-54.2% |
| Participant deferral / active EE | $4,800 | $2,712+77.0% | $1,964+144.5% | $5,850-18.0% |
| Admin fee / account holder | $1,434 | $4,902-70.7% | $3,333-57.0% | $11,596-87.6% |