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 | $87,052 | $106,890-18.6% | $84,015+3.6% | $152,861-43.1% |
| Participation rate | 47.8% | 75.2%-27.4pp | 69.0%-21.2pp | 82.4%-34.6pp |
| Annual return | 24.77% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,016 | $2,734-26.3% | $1,983+1.6% | $4,762-57.7% |
| Participant deferral / active EE | $7,321 | $4,011+82.5% | $3,239+126.1% | $5,850+25.1% |
| Admin fee / account holder | $5,715 | $8,285-31.0% | $6,101-6.3% | $11,596-50.7% |