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 | $170,772 | $124,281+37.4% | $109,143+56.5% | $167,490+2.0% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 13.92% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,467 | $4,207-65.1% | $3,722-60.6% | $4,837-69.7% |
| Participant deferral / active EE | $5,563 | $5,255+5.9% | $4,653+19.5% | $6,341-12.3% |
| Admin fee / account holder | $788 | $7,970-90.1% | $6,752-88.3% | $12,309-93.6% |