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 | $163,384 | $49,922+227.3% | $80,569+102.8% | $75,163+117.4% |
| Participation rate | 65.0% | 55.3%+9.7pp | 67.0%-2.0pp | 67.2%-2.2pp |
| Annual return | 14.80% | 34.69%-19.9pp | 935.43%-920.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,093 | $2,990+36.9% | $4,447-8.0% | $4,125-0.8% |
| Admin fee / account holder | $8,509 | $3,577+137.9% | $5,377+58.2% | $5,651+50.6% |