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 | $106,083 | $109,817-3.4% | $98,442+7.8% | $167,490-36.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 73.3%-8.1pp | 82.1%-16.9pp |
| Annual return | 11.63% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,298 | $3,224-59.7% | $2,960-56.1% | $4,837-73.2% |
| Participant deferral / active EE | $2,597 | $4,673-44.4% | $4,276-39.3% | $6,341-59.0% |
| Admin fee / account holder | $3,329 | $6,753-50.7% | $5,949-44.0% | $12,309-73.0% |