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 | $123,732 | $96,635+28.0% | $86,612+42.9% | $139,434-11.3% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 19.57% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,182 | $3,263+28.2% | $3,022+38.4% | $4,751-12.0% |
| Participant deferral / active EE | $6,860 | $4,836+41.9% | $4,438+54.6% | $6,710+2.2% |
| Admin fee / account holder | $12,954 | $6,408+102.2% | $5,614+130.7% | $11,403+13.6% |