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 9-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 | $218,335 | $175,202+24.6% | $149,673+45.9% | $139,434+56.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.29% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,967 | $5,474-64.1% | $4,818-59.2% | $4,751-58.6% |
| Participant deferral / active EE | $7,500 | $6,519+15.1% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $9,940 | $16,150-38.5% | $13,210-24.8% | $11,403-12.8% |