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 | $102,144 | $165,984-38.5% | $164,813-38.0% | $145,922-30.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.26% | 100.03%-79.8pp | 69.93%-49.7pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,024 | $5,273-61.6% | $4,341-53.4% | $4,660-56.6% |
| Participant deferral / active EE | $5,371 | $6,959-22.8% | $6,031-10.9% | $6,688-19.7% |
| Admin fee / account holder | $1,144 | $16,648-93.1% | $12,690-91.0% | $13,397-91.5% |