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 | $114,184 | $85,022+34.3% | $70,515+61.9% | $139,434-18.1% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 27.61% | 30.38%-2.8pp | 32.77%-5.2pp | 372.94%-345.3pp |
| Employer contribution / active EE | $2,348 | $3,909-39.9% | $2,973-21.1% | $4,751-50.6% |
| Participant deferral / active EE | $14,976 | $5,890+154.2% | $4,567+227.9% | $6,710+123.2% |
| Admin fee / account holder | $1,607 | $8,906-82.0% | $6,412-74.9% | $11,403-85.9% |