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 | $240,386 | $133,922+79.5% | $116,228+106.8% | $142,382+68.8% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 11.45% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,536 | $3,446-26.4% | $2,994-15.3% | $4,299-41.0% |
| Participant deferral / active EE | $9,691 | $5,672+70.9% | $4,953+95.7% | $6,507+48.9% |
| Admin fee / account holder | $3,553 | $14,945-76.2% | $11,989-70.4% | $12,624-71.9% |