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 | $108,815 | $117,983-7.8% | $101,794+6.9% | $142,382-23.6% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.2%-10.1pp | 80.1%-21.0pp |
| Annual return | 15.01% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $754 | $2,773-72.8% | $2,289-67.1% | $4,299-82.5% |
| Participant deferral / active EE | $1,311 | $4,714-72.2% | $4,084-67.9% | $6,507-79.9% |
| Admin fee / account holder | $2,090 | $10,433-80.0% | $8,777-76.2% | $12,624-83.4% |