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 9-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 | $218,332 | $81,208+168.9% | $98,907+120.7% | $79,858+173.4% |
| Participation rate | 55.6% | 72.5%-17.0pp | 76.0%-20.5pp | 69.6%-14.1pp |
| Annual return | 11.49% | 60.99%-49.5pp | 196.43%-184.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $558 | $1,960-71.5% | $2,689-79.3% | $2,471-77.4% |
| Participant deferral / active EE | $8,946 | $3,265+174.0% | $4,244+110.8% | $3,740+139.2% |
| Admin fee / account holder | $37,133 | $6,013+517.6% | $6,642+459.1% | $5,306+599.8% |