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 | $99,454 | $77,419+28.5% | $69,455+43.2% | $152,861-34.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 21.22% | 39.06%-17.8pp | 28.97%-7.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,545 | $3,315-53.4% | $2,779-44.4% | $4,762-67.6% |
| Participant deferral / active EE | $5,193 | $4,414+17.7% | $3,535+46.9% | $5,850-11.2% |
| Admin fee / account holder | $12,828 | $6,207+106.7% | $3,839+234.1% | $11,596+10.6% |