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 | $113,408 | $106,515+6.5% | $96,683+17.3% | $139,434-18.7% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 17.96% | 38.43%-20.5pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,009 | $4,103-26.7% | $3,737-19.5% | $4,751-36.7% |
| Participant deferral / active EE | $7,018 | $5,454+28.7% | $4,878+43.9% | $6,710+4.6% |
| Admin fee / account holder | $9,082 | $7,877+15.3% | $6,730+35.0% | $11,403-20.4% |