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 | $193,548 | $77,899+148.5% | $149,673+29.3% | $75,163+157.5% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 22.55% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,551 | $3,137-50.6% | $4,818-67.8% | $2,670-41.9% |
| Participant deferral / active EE | $2,761 | $3,411-19.1% | $5,680-51.4% | $4,125-33.1% |
| Admin fee / account holder | $1,936 | $5,956-67.5% | $13,210-85.3% | $5,651-65.7% |