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 | $109,671 | $96,484+13.7% | $75,886+44.5% | $152,861-28.3% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.3%-1.1pp | 82.4%-14.3pp |
| Annual return | 23.92% | 33.98%-10.1pp | 30.76%-6.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,018 | $3,309-39.0% | $2,500-19.3% | $4,762-57.6% |
| Participant deferral / active EE | $4,033 | $4,553-11.4% | $3,603+11.9% | $5,850-31.1% |
| Admin fee / account holder | $471 | $8,078-94.2% | $5,418-91.3% | $11,596-95.9% |