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 | $159,960 | $83,902+90.7% | $167,512-4.5% | $84,808+88.6% |
| Participation rate | 51.7% | 66.5%-14.8pp | 77.1%-25.4pp | 68.3%-16.6pp |
| Annual return | 17.36% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,551 | $2,264-31.5% | $3,882-60.0% | $2,631-41.0% |
| Participant deferral / active EE | $4,154 | $4,442-6.5% | $6,405-35.1% | $4,212-1.4% |
| Admin fee / account holder | $2,940 | $7,915-62.8% | $9,769-69.9% | $7,344-60.0% |