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 | $74,549 | $96,635-22.9% | $86,612-13.9% | $139,434-46.5% |
| Participation rate | 53.8% | 74.4%-20.6pp | 71.7%-17.9pp | 80.3%-26.5pp |
| Annual return | 17.43% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,374 | $3,263-27.2% | $3,022-21.5% | $4,751-50.0% |
| Participant deferral / active EE | $3,015 | $4,836-37.6% | $4,438-32.0% | $6,710-55.1% |
| Admin fee / account holder | $7,042 | $6,408+9.9% | $5,614+25.4% | $11,403-38.2% |