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 | $174,847 | $99,652+75.5% | $78,778+121.9% | $147,584+18.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 22.51% | 47.28%-24.8pp | 35.62%-13.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,174 | $2,796-22.2% | $1,986+9.5% | $4,876-55.4% |
| Participant deferral / active EE | $5,120 | $3,664+39.7% | $2,958+73.1% | $5,439-5.9% |
| Admin fee / account holder | $4,245 | $7,155-40.7% | $5,134-17.3% | $10,885-61.0% |