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 | $71,165 | $48,795+45.8% | $65,493+8.7% | $84,808-16.1% |
| Participation rate | 67.9% | 67.0%+0.9pp | 73.1%-5.2pp | 68.3%-0.5pp |
| Annual return | 26.63% | 20.20%+6.4pp | 982.45%-955.8pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,768 | $1,930-8.4% | $2,574-31.3% | $2,631-32.8% |
| Participant deferral / active EE | $5,117 | $2,928+74.7% | $3,961+29.2% | $4,212+21.5% |
| Admin fee / account holder | $1,168 | $3,877-69.9% | $5,028-76.8% | $7,344-84.1% |