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 | $115,959 | $78,705+47.3% | $117,854-1.6% | $70,131+65.3% |
| Participation rate | 48.0% | 73.2%-25.2pp | 79.7%-31.7pp | 69.5%-21.5pp |
| Annual return | 26.73% | 23.30%+3.4pp | 335.08%-308.4pp | 73.14%-46.4pp |
| Employer contribution / active EE | $770 | $2,223-65.3% | $3,786-79.7% | $2,342-67.1% |
| Participant deferral / active EE | $1,687 | $3,297-48.8% | $4,482-62.4% | $3,332-49.4% |
| Admin fee / account holder | $1,694 | $5,065-66.6% | $8,020-78.9% | $4,645-63.5% |