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 | $212,638 | $87,733+142.4% | $106,548+99.6% | $85,850+147.7% |
| Participation rate | 34.0% | 71.9%-37.9pp | 76.1%-42.1pp | 69.3%-35.3pp |
| Annual return | 11.88% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,929 | $3,469-44.4% | $4,398-56.1% | $3,952-51.2% |
| Admin fee / account holder | $1,711 | $6,767-74.7% | $7,407-76.9% | $6,260-72.7% |