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 | $148,155 | $108,919+36.0% | $100,391+47.6% | $145,922+1.5% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.17% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,806 | $4,419-59.1% | $3,942-54.2% | $4,660-61.2% |
| Participant deferral / active EE | $5,003 | $8,445-40.8% | $8,082-38.1% | $6,688-25.2% |
| Admin fee / account holder | $50,411 | $9,689+420.3% | $7,899+538.2% | $13,397+276.3% |