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 | $159,503 | $106,890+49.2% | $84,015+89.9% | $152,861+4.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.4%-57.4pp |
| Annual return | 27.58% | 104.99%-77.4pp | 71.31%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,515 | $2,734-44.6% | $1,983-23.6% | $4,762-68.2% |
| Participant deferral / active EE | $9,745 | $4,011+142.9% | $3,239+200.9% | $5,850+66.6% |
| Admin fee / account holder | $2,757 | $8,285-66.7% | $6,101-54.8% | $11,596-76.2% |