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 | $91,429 | $70,428+29.8% | $96,562-5.3% | $85,850+6.5% |
| Participation rate | 65.7% | 61.8%+3.9pp | 69.8%-4.1pp | 69.3%-3.6pp |
| Annual return | 13.46% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,637 | $2,894+267.6% | $3,849+176.4% | $3,952+169.2% |
| Admin fee / account holder | $2,258 | $4,997-54.8% | $6,181-63.5% | $6,260-63.9% |