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 | $107,296 | $89,753+19.5% | $107,525-0.2% | $84,808+26.5% |
| Participation rate | 46.3% | 68.1%-21.8pp | 75.1%-28.8pp | 68.3%-22.1pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,757 | $3,113-43.6% | $3,754-53.2% | $2,631-33.2% |
| Participant deferral / active EE | $3,853 | $4,056-5.0% | $5,116-24.7% | $4,212-8.5% |
| Admin fee / account holder | $2,264 | $7,222-68.7% | $8,919-74.6% | $7,344-69.2% |