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 7-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 | $233,797 | $114,381+104.4% | $107,525+117.4% | $142,382+64.2% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 18.72% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $850 | $4,015-78.8% | $3,754-77.4% | $4,299-80.2% |
| Participant deferral / active EE | $3,103 | $5,564-44.2% | $5,116-39.4% | $6,507-52.3% |
| Admin fee / account holder | $2,074 | $9,860-79.0% | $8,919-76.7% | $12,624-83.6% |