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 | $119,901 | $104,251+15.0% | $91,001+31.8% | $147,584-18.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 13.21% | 27.06%-13.9pp | 4.60%+8.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $549 | $3,116-82.4% | $2,456-77.6% | $4,876-88.7% |
| Participant deferral / active EE | $2,535 | $4,195-39.6% | $3,547-28.5% | $5,439-53.4% |
| Admin fee / account holder | $1,586 | $8,948-82.3% | $5,417-70.7% | $10,885-85.4% |