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 | $137,719 | $99,877+37.9% | $84,966+62.1% | $145,922-5.6% |
| Participation rate | 27.8% | 74.1%-46.3pp | 67.5%-39.7pp | 80.3%-52.5pp |
| Annual return | 12.66% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $897 | $3,231-72.2% | $2,727-67.1% | $4,660-80.8% |
| Participant deferral / active EE | $4,003 | $5,291-24.3% | $4,519-11.4% | $6,688-40.1% |
| Admin fee / account holder | $1,682 | $7,248-76.8% | $6,149-72.7% | $13,397-87.4% |