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 | $129,563 | $65,409+98.1% | $98,442+31.6% | $85,850+50.9% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.3%-37.2pp |
| Annual return | 13.40% | 21.76%-8.4pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,107 | $3,166-65.0% | $4,276-74.1% | $3,952-72.0% |
| Admin fee / account holder | $24,871 | $4,593+441.5% | $5,949+318.1% | $6,260+297.3% |