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 | $110,083 | $95,266+15.6% | $82,389+33.6% | $142,382-22.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 20.06% | 25.74%-5.7pp | 28.67%-8.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,394 | $2,991-53.4% | $2,517-44.6% | $4,299-67.6% |
| Participant deferral / active EE | $3,917 | $4,809-18.6% | $4,155-5.7% | $6,507-39.8% |
| Admin fee / account holder | $1,226 | $8,563-85.7% | $7,231-83.0% | $12,624-90.3% |