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 | $91,443 | $44,960+103.4% | $84,966+7.6% | $74,495+22.8% |
| Participation rate | 57.7% | 49.4%+8.3pp | 67.5%-9.8pp | 67.2%-9.5pp |
| Annual return | 11.78% | 26.24%-14.5pp | 66.38%-54.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,035 | $1,457+108.3% | $2,727+11.3% | $2,623+15.7% |
| Participant deferral / active EE | $3,629 | $2,731+32.9% | $4,519-19.7% | $4,346-16.5% |
| Admin fee / account holder | $4,796 | $2,209+117.1% | $6,149-22.0% | $1,942+147.0% |