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 | $125,744 | $63,346+98.5% | $92,233+36.3% | $70,131+79.3% |
| Participation rate | 38.6% | 68.7%-30.1pp | 76.5%-37.9pp | 69.5%-30.9pp |
| Annual return | 21.48% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $837 | $2,471-66.1% | $3,679-77.2% | $2,342-64.3% |
| Participant deferral / active EE | $1,674 | $2,854-41.3% | $3,897-57.0% | $3,332-49.7% |
| Admin fee / account holder | $2,810 | $3,840-26.8% | $5,194-45.9% | $4,645-39.5% |