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 | $211,872 | $74,888+182.9% | $71,209+197.5% | $142,382+48.8% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 15.30% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,817 | $2,854-36.4% | $2,721-33.2% | $4,299-57.7% |
| Participant deferral / active EE | $5,211 | $4,454+17.0% | $4,175+24.8% | $6,507-19.9% |
| Admin fee / account holder | $57,385 | $5,568+930.6% | $5,349+972.9% | $12,624+354.6% |