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 | $174,261 | $202,432-13.9% | $169,368+2.9% | $139,434+25.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 29.36% | 531.74%-502.4pp | 405.60%-376.2pp | 372.94%-343.6pp |
| Employer contribution / active EE | $1,308 | $4,692-72.1% | $4,013-67.4% | $4,751-72.5% |
| Participant deferral / active EE | $6,150 | $6,938-11.4% | $6,221-1.1% | $6,710-8.3% |
| Admin fee / account holder | $1,435 | $10,708-86.6% | $9,003-84.1% | $11,403-87.4% |