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 | $231,878 | $110,257+110.3% | $96,544+140.2% | $139,434+66.3% |
| Participation rate | 59.1% | 78.1%-19.0pp | 76.0%-16.9pp | 80.3%-21.2pp |
| Annual return | 12.34% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,989 | $3,620-45.0% | $2,965-32.9% | $4,751-58.1% |
| Participant deferral / active EE | $4,340 | $5,548-21.8% | $4,851-10.5% | $6,710-35.3% |
| Admin fee / account holder | $38,026 | $11,591+228.1% | $8,252+360.8% | $11,403+233.5% |