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 | $136,699 | $152,587-10.4% | $125,175+9.2% | $152,861-10.6% |
| Participation rate | 61.9% | 83.3%-21.4pp | 79.8%-17.9pp | 82.4%-20.5pp |
| Annual return | 20.84% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,919 | $4,946-61.2% | $3,865-50.3% | $4,762-59.7% |
| Participant deferral / active EE | $5,216 | $5,868-11.1% | $4,937+5.7% | $5,850-10.8% |
| Admin fee / account holder | $21,296 | $13,434+58.5% | $9,702+119.5% | $11,596+83.6% |