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 | $139,780 | $88,751+57.5% | $81,812+70.9% | $145,922-4.2% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.3%-31.2pp | 80.3%-39.1pp |
| Annual return | 17.40% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $398 | $3,083-87.1% | $2,912-86.3% | $4,660-91.5% |
| Participant deferral / active EE | $3,366 | $4,643-27.5% | $4,319-22.1% | $6,688-49.7% |
| Admin fee / account holder | $392 | $8,415-95.3% | $7,386-94.7% | $13,397-97.1% |