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 | $226,195 | $163,101+38.7% | $136,749+65.4% | $142,382+58.9% |
| Participation rate | 52.4% | 78.2%-25.8pp | 72.1%-19.8pp | 80.1%-27.7pp |
| Annual return | 14.17% | 27.54%-13.4pp | 24.33%-10.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,448 | $4,117-64.8% | $3,400-57.4% | $4,299-66.3% |
| Participant deferral / active EE | $4,754 | $5,585-14.9% | $4,692+1.3% | $6,507-26.9% |
| Admin fee / account holder | $38,341 | $14,318+167.8% | $11,386+236.7% | $12,624+203.7% |