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 | $154,959 | $91,037+70.2% | $71,671+116.2% | $147,584+5.0% |
| Participation rate | 58.3% | 76.1%-17.8pp | 68.7%-10.4pp | 82.8%-24.5pp |
| Annual return | 18.33% | 20.48%-2.1pp | 20.65%-2.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,300 | $3,327-60.9% | $2,460-47.1% | $4,876-73.3% |
| Participant deferral / active EE | $5,713 | $4,498+27.0% | $3,438+66.2% | $5,439+5.0% |
| Admin fee / account holder | $471 | $8,613-94.5% | $5,558-91.5% | $10,885-95.7% |