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 | $123,436 | $121,625+1.5% | $104,607+18.0% | $158,922-22.3% |
| Participation rate | 37.5% | 77.5%-40.0pp | 74.1%-36.6pp | 82.0%-44.5pp |
| Annual return | 11.91% | 465.26%-453.3pp | 340.46%-328.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $528 | $3,163-83.3% | $2,681-80.3% | $4,761-88.9% |
| Participant deferral / active EE | $948 | $4,177-77.3% | $3,740-74.6% | $5,982-84.2% |
| Admin fee / account holder | $4,406 | $7,787-43.4% | $6,473-31.9% | $11,246-60.8% |