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 | $149,531 | $73,360+103.8% | $177,989-16.0% | $74,495+100.7% |
| Participation rate | 58.8% | 66.6%-7.8pp | 77.1%-18.3pp | 67.2%-8.4pp |
| Annual return | 20.26% | 17.49%+2.8pp | 294.48%-274.2pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $2,225 | $2,216+0.4% | $3,949-43.6% | $2,623-15.2% |
| Participant deferral / active EE | $5,639 | $4,513+24.9% | $6,276-10.1% | $4,346+29.8% |
| Admin fee / account holder | $8,470 | $1,808+368.6% | $10,363-18.3% | $1,942+336.2% |