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 | $167,687 | $114,381+46.6% | $107,525+56.0% | $142,382+17.8% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 19.96% | 242.71%-222.7pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $921 | $4,015-77.1% | $3,754-75.5% | $4,299-78.6% |
| Participant deferral / active EE | $6,674 | $5,564+19.9% | $5,116+30.5% | $6,507+2.6% |
| Admin fee / account holder | $1,649 | $9,860-83.3% | $8,919-81.5% | $12,624-86.9% |