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 | $184,135 | $175,202+5.1% | $149,673+23.0% | $139,434+32.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.24% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $33,288 | $5,474+508.1% | $4,818+590.9% | $4,751+600.7% |
| Participant deferral / active EE | $18,806 | $6,519+188.5% | $5,680+231.1% | $6,710+180.3% |
| Admin fee / account holder | $1,866 | $16,150-88.4% | $13,210-85.9% | $11,403-83.6% |