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 | $129,677 | $88,083+47.2% | $164,813-21.3% | $74,495+74.1% |
| Participation rate | 44.8% | 73.0%-28.2pp | 78.6%-33.8pp | 67.2%-22.4pp |
| Annual return | 11.63% | 17.26%-5.6pp | 69.93%-58.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,875 | $2,593-27.7% | $4,341-56.8% | $2,623-28.5% |
| Participant deferral / active EE | $4,452 | $4,498-1.0% | $6,031-26.2% | $4,346+2.4% |
| Admin fee / account holder | $18,657 | $2,234+735.2% | $12,690+47.0% | $1,942+860.8% |