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 5-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 | $105,037 | $76,738+36.9% | $56,411+86.2% | $145,922-28.0% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-21.9pp |
| Annual return | 15.74% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $194 | $1,380-85.9% | $1,039-81.3% | $4,660-95.8% |
| Participant deferral / active EE | $2,682 | $2,623+2.3% | $1,952+37.4% | $6,688-59.9% |
| Admin fee / account holder | $2,523 | $3,334-24.3% | $2,829-10.8% | $13,397-81.2% |