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 | $79,220 | $63,346+25.1% | $92,233-14.1% | $70,131+13.0% |
| Participation rate | 58.9% | 68.7%-9.7pp | 76.5%-17.6pp | 69.5%-10.6pp |
| Annual return | 20.12% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,172 | $2,471-12.1% | $3,679-41.0% | $2,342-7.3% |
| Participant deferral / active EE | $4,460 | $2,854+56.3% | $3,897+14.4% | $3,332+33.9% |
| Admin fee / account holder | $429 | $3,840-88.8% | $5,194-91.7% | $4,645-90.8% |