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 | $95,086 | $101,724-6.5% | $164,813-42.3% | $80,856+17.6% |
| Participation rate | 54.8% | 71.8%-17.0pp | 78.6%-23.8pp | 67.6%-12.8pp |
| Annual return | 11.18% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,140 | $2,953-61.4% | $4,341-73.7% | $2,755-58.6% |
| Participant deferral / active EE | $2,888 | $4,477-35.5% | $6,031-52.1% | $4,296-32.8% |
| Admin fee / account holder | $38,035 | $8,227+362.3% | $12,690+199.7% | $6,918+449.8% |