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 | $196,726 | $104,907+87.5% | $84,611+132.5% | $152,861+28.7% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.4%-65.8pp |
| Annual return | 13.52% | 373.79%-360.3pp | 258.74%-245.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,590 | $3,302-51.8% | $2,652-40.1% | $4,762-66.6% |
| Participant deferral / active EE | $4,167 | $4,688-11.1% | $3,899+6.9% | $5,850-28.8% |
| Admin fee / account holder | $1,694 | $6,241-72.9% | $4,912-65.5% | $11,596-85.4% |