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 | $81,666 | $54,705+49.3% | $71,209+14.7% | $84,808-3.7% |
| Participation rate | 60.3% | 64.1%-3.8pp | 73.8%-13.5pp | 68.3%-8.0pp |
| Annual return | 39.11% | 35.90%+3.2pp | 282.51%-243.4pp | 40.90%-1.8pp |
| Employer contribution / active EE | $4,934 | $2,158+128.6% | $2,721+81.3% | $2,631+87.5% |
| Participant deferral / active EE | $6,089 | $3,030+100.9% | $4,175+45.8% | $4,212+44.6% |
| Admin fee / account holder | $4,633 | $4,863-4.7% | $5,349-13.4% | $7,344-36.9% |