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 | $87,633 | $106,890-18.0% | $84,015+4.3% | $152,861-42.7% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 24.70% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,822 | $2,734-33.4% | $1,983-8.1% | $4,762-61.7% |
| Participant deferral / active EE | $4,746 | $4,011+18.3% | $3,239+46.5% | $5,850-18.9% |
| Admin fee / account holder | $2,424 | $8,285-70.7% | $6,101-60.3% | $11,596-79.1% |