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 | $97,206 | $176,377-44.9% | $134,143-27.5% | $158,922-38.8% |
| Participation rate | 39.1% | 78.7%-39.6pp | 72.2%-33.0pp | 82.0%-42.8pp |
| Annual return | 8.89% | 63.63%-54.7pp | 36.33%-27.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $970 | $5,040-80.8% | $3,704-73.8% | $4,761-79.6% |
| Participant deferral / active EE | $2,060 | $4,091-49.7% | $3,499-41.1% | $5,982-65.6% |
| Admin fee / account holder | $7,594 | $8,718-12.9% | $6,684+13.6% | $11,246-32.5% |