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 | $137,615 | $201,272-31.6% | $184,203-25.3% | $145,922-5.7% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 13.63% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,591 | $7,022-77.3% | $6,427-75.2% | $4,660-65.9% |
| Participant deferral / active EE | $7,383 | $9,806-24.7% | $9,131-19.1% | $6,688+10.4% |
| Admin fee / account holder | $82,904 | $16,364+406.6% | $13,901+496.4% | $13,397+518.8% |