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 | $107,588 | $100,852+6.7% | $90,404+19.0% | $158,922-32.3% |
| Participation rate | 23.1% | 75.0%-51.9pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | 15.31% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $898 | $3,689-75.7% | $3,262-72.5% | $4,761-81.1% |
| Participant deferral / active EE | $2,017 | $4,348-53.6% | $3,963-49.1% | $5,982-66.3% |
| Admin fee / account holder | $527 | $6,501-91.9% | $5,611-90.6% | $11,246-95.3% |