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 | $86,793 | $210,648-58.8% | $177,989-51.2% | $145,922-40.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 8.59% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,582 | $4,565-65.3% | $3,949-59.9% | $4,660-66.1% |
| Participant deferral / active EE | $3,975 | $6,958-42.9% | $6,276-36.7% | $6,688-40.6% |
| Admin fee / account holder | $1,824 | $12,013-84.8% | $10,363-82.4% | $13,397-86.4% |