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 | $93,860 | $77,899+20.5% | $149,673-37.3% | $75,163+24.9% |
| Participation rate | 52.9% | 65.6%-12.6pp | 78.8%-25.8pp | 67.2%-14.3pp |
| Annual return | 15.57% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,018 | $3,137-35.7% | $4,818-58.1% | $2,670-24.4% |
| Participant deferral / active EE | $5,073 | $3,411+48.7% | $5,680-10.7% | $4,125+23.0% |
| Admin fee / account holder | $1,847 | $5,956-69.0% | $13,210-86.0% | $5,651-67.3% |