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 | $166,057 | $105,998+56.7% | $92,233+80.0% | $147,584+12.5% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 10.61% | 50.05%-39.4pp | 176.28%-165.7pp | 578.55%-567.9pp |
| Employer contribution / active EE | $3,829 | $4,333-11.6% | $3,679+4.1% | $4,876-21.5% |
| Participant deferral / active EE | $8,458 | $4,478+88.9% | $3,897+117.0% | $5,439+55.5% |
| Admin fee / account holder | $1,539 | $6,332-75.7% | $5,194-70.4% | $10,885-85.9% |