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 | $174,249 | $86,944+100.4% | $107,525+62.1% | $74,304+134.5% |
| Participation rate | 67.8% | 59.6%+8.3pp | 75.1%-7.2pp | 60.3%+7.5pp |
| Annual return | 17.26% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,251 | $2,757-54.6% | $3,754-66.7% | $2,241-44.2% |
| Participant deferral / active EE | $5,471 | $3,554+53.9% | $5,116+7.0% | $3,767+45.2% |
| Admin fee / account holder | $38,712 | $3,727+938.8% | $8,919+334.1% | $2,969+1204.0% |