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 | $106,697 | $124,281-14.1% | $109,143-2.2% | $167,490-36.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 10.62% | 26.04%-15.4pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,320 | $4,207-44.9% | $3,722-37.7% | $4,837-52.0% |
| Participant deferral / active EE | $4,086 | $5,255-22.2% | $4,653-12.2% | $6,341-35.6% |
| Admin fee / account holder | $113,882 | $7,970+1328.9% | $6,752+1586.6% | $12,309+825.2% |