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 | $89,282 | $95,803-6.8% | $113,168-21.1% | $84,808+5.3% |
| Participation rate | 44.6% | 72.9%-28.3pp | 76.6%-32.0pp | 68.3%-23.7pp |
| Annual return | 14.91% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,406 | $2,360-40.4% | $2,975-52.7% | $2,631-46.6% |
| Participant deferral / active EE | $2,666 | $4,242-37.2% | $5,107-47.8% | $4,212-36.7% |
| Admin fee / account holder | $13,825 | $8,989+53.8% | $12,068+14.6% | $7,344+88.3% |