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 | $212,442 | $111,754+90.1% | $103,333+105.6% | $145,922+45.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.22% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,405 | $4,212-19.2% | $3,868-12.0% | $4,660-26.9% |
| Participant deferral / active EE | $12,076 | $5,619+114.9% | $5,057+138.8% | $6,688+80.6% |
| Admin fee / account holder | $7,529 | $9,750-22.8% | $8,355-9.9% | $13,397-43.8% |