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 | $140,433 | $158,398-11.3% | $126,539+11.0% | $142,382-1.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 16.21% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,468 | $4,650-68.4% | $3,674-60.0% | $4,299-65.9% |
| Participant deferral / active EE | $5,656 | $4,767+18.7% | $4,083+38.5% | $6,507-13.1% |
| Admin fee / account holder | $794 | $6,918-88.5% | $6,065-86.9% | $12,624-93.7% |