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 | $90,532 | $65,395+38.4% | $182,532-50.4% | $72,985+24.0% |
| Participation rate | 67.5% | 65.4%+2.1pp | 78.0%-10.4pp | 69.5%-2.0pp |
| Annual return | 22.75% | 27.68%-4.9pp | 148.54%-125.8pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,364 | $1,911-28.6% | $4,076-66.5% | $2,440-44.1% |
| Participant deferral / active EE | $3,971 | $3,563+11.5% | $5,524-28.1% | $3,607+10.1% |
| Admin fee / account holder | $4,987 | $4,245+17.5% | $8,592-42.0% | $5,124-2.7% |