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 | $51,898 | $214,378-75.8% | $200,582-74.1% | $142,382-63.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 12.04% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,499 | $6,841-5.0% | $6,419+1.2% | $4,299+51.2% |
| Participant deferral / active EE | $8,058 | $9,865-18.3% | $9,331-13.6% | $6,507+23.8% |
| Admin fee / account holder | $77,754 | $17,692+339.5% | $16,305+376.9% | $12,624+515.9% |