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 | $170,976 | $81,208+110.5% | $98,907+72.9% | $79,858+114.1% |
| Participation rate | 53.1% | 72.5%-19.4pp | 76.0%-22.9pp | 69.6%-16.5pp |
| Annual return | 12.62% | 60.99%-48.4pp | 196.43%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,660 | $3,265-18.5% | $4,244-37.3% | $3,740-28.9% |
| Admin fee / account holder | $30,753 | $6,013+411.4% | $6,642+363.0% | $5,306+479.6% |