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 | $160,839 | $201,272-20.1% | $184,203-12.7% | $145,922+10.2% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 12.54% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,419 | $7,022-65.5% | $6,427-62.4% | $4,660-48.1% |
| Participant deferral / active EE | $7,518 | $9,806-23.3% | $9,131-17.7% | $6,688+12.4% |
| Admin fee / account holder | $8,111 | $16,364-50.4% | $13,901-41.7% | $13,397-39.5% |