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 | $215,802 | $79,171+172.6% | $102,423+110.7% | $74,495+189.7% |
| Participation rate | 54.7% | 74.8%-20.1pp | 76.5%-21.7pp | 67.2%-12.5pp |
| Annual return | 17.83% | 54.93%-37.1pp | 29.32%-11.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,743 | $2,362-26.2% | $3,023-42.3% | $2,623-33.5% |
| Participant deferral / active EE | $4,749 | $4,415+7.6% | $5,053-6.0% | $4,346+9.3% |
| Admin fee / account holder | $3,343 | $2,001+67.1% | $9,451-64.6% | $1,942+72.1% |