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 | $88,714 | $114,381-22.4% | $107,525-17.5% | $142,382-37.7% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.1%-13.2pp | 80.1%-18.2pp |
| Annual return | 16.60% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,560 | $4,015-61.1% | $3,754-58.4% | $4,299-63.7% |
| Participant deferral / active EE | $5,645 | $5,564+1.5% | $5,116+10.3% | $6,507-13.3% |
| Admin fee / account holder | $8,050 | $9,860-18.4% | $8,919-9.7% | $12,624-36.2% |