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 | $85,637 | $109,881-22.1% | $150,045-42.9% | $84,808+1.0% |
| Participation rate | 40.4% | 76.1%-35.7pp | 82.3%-41.9pp | 68.3%-27.9pp |
| Annual return | 22.97% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,758 | $3,561-50.6% | $4,693-62.5% | $2,631-33.2% |
| Participant deferral / active EE | $4,720 | $6,636-28.9% | $7,997-41.0% | $4,212+12.1% |
| Admin fee / account holder | $823 | $8,568-90.4% | $13,435-93.9% | $7,344-88.8% |