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 | $110,014 | $118,849-7.4% | $96,562+13.9% | $167,490-34.3% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 19.45% | 50.49%-31.0pp | 37.78%-18.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $567 | $3,120-81.8% | $2,356-75.9% | $4,837-88.3% |
| Participant deferral / active EE | $2,802 | $4,616-39.3% | $3,849-27.2% | $6,341-55.8% |
| Admin fee / account holder | $316 | $8,065-96.1% | $6,181-94.9% | $12,309-97.4% |