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 | $138,342 | $117,381+17.9% | $99,443+39.1% | $152,861-9.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 22.21% | 31.87%-9.7pp | 30.72%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,107 | $3,013-63.3% | $2,540-56.4% | $4,762-76.8% |
| Participant deferral / active EE | $7,520 | $4,086+84.1% | $3,619+107.8% | $5,850+28.6% |
| Admin fee / account holder | $1,638 | $7,631-78.5% | $6,250-73.8% | $11,596-85.9% |