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 | $104,153 | $89,753+16.0% | $107,525-3.1% | $84,808+22.8% |
| Participation rate | 55.2% | 68.1%-12.9pp | 75.1%-19.9pp | 68.3%-13.1pp |
| Annual return | 16.17% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,399 | $3,113-55.1% | $3,754-62.7% | $2,631-46.8% |
| Participant deferral / active EE | $4,627 | $4,056+14.1% | $5,116-9.5% | $4,212+9.9% |
| Admin fee / account holder | $3,086 | $7,222-57.3% | $8,919-65.4% | $7,344-58.0% |