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 | $116,266 | $88,083+32.0% | $164,813-29.5% | $74,495+56.1% |
| Participation rate | 40.5% | 73.0%-32.6pp | 78.6%-38.1pp | 67.2%-26.7pp |
| Annual return | 13.50% | 17.26%-3.8pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,457 | $2,593-43.8% | $4,341-66.4% | $2,623-44.5% |
| Participant deferral / active EE | $2,542 | $4,498-43.5% | $6,031-57.8% | $4,346-41.5% |
| Admin fee / account holder | $5,929 | $2,234+165.4% | $12,690-53.3% | $1,942+205.3% |