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 | $100,308 | $91,538+9.6% | $129,995-22.8% | $75,163+33.5% |
| Participation rate | 40.5% | 71.4%-31.0pp | 78.5%-38.0pp | 67.2%-26.7pp |
| Annual return | 16.48% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,445 | $2,845-14.1% | $4,320-43.4% | $2,670-8.4% |
| Participant deferral / active EE | $4,129 | $4,341-4.9% | $5,820-29.1% | $4,125+0.1% |
| Admin fee / account holder | $1,295 | $6,790-80.9% | $10,614-87.8% | $5,651-77.1% |