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 | $133,776 | $210,648-36.5% | $177,989-24.8% | $145,922-8.3% |
| Participation rate | 43.5% | 80.8%-37.3pp | 77.1%-33.6pp | 80.3%-36.8pp |
| Annual return | 20.18% | 385.86%-365.7pp | 294.48%-274.3pp | 561.29%-541.1pp |
| Employer contribution / active EE | $834 | $4,565-81.7% | $3,949-78.9% | $4,660-82.1% |
| Participant deferral / active EE | $2,648 | $6,958-61.9% | $6,276-57.8% | $6,688-60.4% |
| Admin fee / account holder | $10,481 | $12,013-12.8% | $10,363+1.1% | $13,397-21.8% |