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 | $83,844 | $99,918-16.1% | $81,382+3.0% | $145,922-42.5% |
| Participation rate | 46.7% | 74.2%-27.5pp | 69.5%-22.8pp | 80.3%-33.6pp |
| Annual return | 15.32% | 34.32%-19.0pp | 24.73%-9.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,182 | $2,978-60.3% | $2,463-52.0% | $4,660-74.6% |
| Participant deferral / active EE | $3,968 | $4,605-13.8% | $3,883+2.2% | $6,688-40.7% |
| Admin fee / account holder | $763 | $8,212-90.7% | $5,768-86.8% | $13,397-94.3% |