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 | $145,850 | $111,754+30.5% | $103,333+41.1% | $145,9220% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.92% | 24.77%-12.8pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,102 | $4,212-26.4% | $3,868-19.8% | $4,660-33.4% |
| Participant deferral / active EE | $4,565 | $5,619-18.7% | $5,057-9.7% | $6,688-31.7% |
| Admin fee / account holder | $268,649 | $9,750+2655.3% | $8,355+3115.5% | $13,397+1905.3% |