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 | $98,474 | $71,050+38.6% | $93,606+5.2% | $80,856+21.8% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.6%-7.0pp |
| Annual return | 11.89% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,208 | $1,564-22.8% | $2,420-50.1% | $2,755-56.2% |
| Participant deferral / active EE | $3,728 | $4,034-7.6% | $4,411-15.5% | $4,296-13.2% |
| Admin fee / account holder | $10,897 | $6,945+56.9% | $8,285+31.5% | $6,918+57.5% |