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 | $131,109 | $112,881+16.1% | $90,951+44.2% | $158,922-17.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 11.86% | 215.79%-203.9pp | 134.60%-122.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,624 | $2,893-43.9% | $2,122-23.5% | $4,761-65.9% |
| Participant deferral / active EE | $3,248 | $4,128-21.3% | $3,373-3.7% | $5,982-45.7% |
| Admin fee / account holder | $7,610 | $8,041-5.4% | $5,959+27.7% | $11,246-32.3% |