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 | $153,010 | $105,126+45.5% | $94,646+61.7% | $139,434+9.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 21.68% | 38.03%-16.4pp | 156.71%-135.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $900 | $4,106-78.1% | $3,672-75.5% | $4,751-81.1% |
| Participant deferral / active EE | $4,222 | $7,599-44.4% | $7,418-43.1% | $6,710-37.1% |
| Admin fee / account holder | $1,637 | $8,984-81.8% | $7,231-77.4% | $11,403-85.6% |