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 | $219,040 | $102,604+113.5% | $86,188+154.1% | $139,434+57.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.87% | 1922.51%-1909.6pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,704 | $3,032-10.8% | $2,380+13.6% | $4,751-43.1% |
| Participant deferral / active EE | $10,333 | $4,676+121.0% | $3,985+159.3% | $6,710+54.0% |
| Admin fee / account holder | $2,196 | $8,657-74.6% | $6,852-68.0% | $11,403-80.7% |