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 | $140,052 | $85,202+64.4% | $172,739-18.9% | $72,985+91.9% |
| Participation rate | 60.5% | 70.1%-9.5pp | 82.6%-22.1pp | 69.5%-9.0pp |
| Annual return | 23.93% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $687 | $3,324-79.3% | $5,143-86.6% | $2,440-71.8% |
| Participant deferral / active EE | $1,973 | $3,260-39.5% | $5,198-62.0% | $3,607-45.3% |
| Admin fee / account holder | $687 | $5,884-88.3% | $13,954-95.1% | $5,124-86.6% |