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 | $147,962 | $86,286+71.5% | $111,297+32.9% | $85,850+72.4% |
| Participation rate | 55.2% | 73.3%-18.2pp | 77.3%-22.1pp | 69.3%-14.1pp |
| Annual return | 11.68% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,285 | $2,043+11.8% | $2,731-16.3% | $2,565-10.9% |
| Participant deferral / active EE | $6,982 | $3,641+91.8% | $4,487+55.6% | $3,952+76.7% |
| Admin fee / account holder | $29,592 | $8,188+261.4% | $7,964+271.6% | $6,260+372.7% |