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 | $151,262 | $183,519-17.6% | $155,509-2.7% | $145,922+3.7% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 11.92% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,764 | $5,313-48.0% | $4,672-40.8% | $4,660-40.7% |
| Participant deferral / active EE | $12,551 | $6,462+94.2% | $5,626+123.1% | $6,688+87.7% |
| Admin fee / account holder | $17,546 | $19,313-9.1% | $15,912+10.3% | $13,397+31.0% |