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 | $190,978 | $165,335+15.5% | $149,696+27.6% | $158,922+20.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.57% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $5,999 | $5,103+17.6% | $4,644+29.2% | $4,761+26.0% |
| Participant deferral / active EE | $24,998 | $7,181+248.1% | $6,842+265.4% | $5,982+317.9% |
| Admin fee / account holder | $20,575 | $10,807+90.4% | $9,309+121.0% | $11,246+83.0% |