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 | $215,435 | $202,432+6.4% | $169,368+27.2% | $139,434+54.5% |
| Participation rate | 38.1% | 81.1%-43.0pp | 77.1%-39.1pp | 80.3%-42.2pp |
| Annual return | 22.18% | 531.74%-509.6pp | 405.60%-383.4pp | 372.94%-350.8pp |
| Employer contribution / active EE | $863 | $4,692-81.6% | $4,013-78.5% | $4,751-81.8% |
| Participant deferral / active EE | $2,138 | $6,938-69.2% | $6,221-65.6% | $6,710-68.1% |
| Admin fee / account holder | $15,642 | $10,708+46.1% | $9,003+73.7% | $11,403+37.2% |