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 | $185,317 | $81,625+127.0% | $58,482+216.9% | $139,434+32.9% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 16.52% | 7404.20%-7387.7pp | 4239.32%-4222.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $440 | $1,398-68.5% | $1,053-58.2% | $4,751-90.7% |
| Participant deferral / active EE | $1,875 | $2,557-26.7% | $1,924-2.5% | $6,710-72.1% |
| Admin fee / account holder | $3,187 | $3,265-2.4% | $2,516+26.7% | $11,403-72.0% |