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 | $123,892 | $176,056-29.6% | $159,436-22.3% | $167,490-26.0% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 19.19% | 331.75%-312.6pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,534 | $5,297-52.2% | $4,829-47.5% | $4,837-47.6% |
| Participant deferral / active EE | $9,002 | $7,750+16.2% | $7,352+22.4% | $6,341+42.0% |
| Admin fee / account holder | $52,910 | $12,554+321.5% | $10,799+390.0% | $12,309+329.8% |