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 | $154,037 | $88,751+73.6% | $81,812+88.3% | $145,922+5.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.04% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,115 | $3,083+1.0% | $2,912+6.9% | $4,660-33.2% |
| Participant deferral / active EE | $7,492 | $4,643+61.4% | $4,319+73.5% | $6,688+12.0% |
| Admin fee / account holder | $766 | $8,415-90.9% | $7,386-89.6% | $13,397-94.3% |