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 | $126,569 | $177,572-28.7% | $154,803-18.2% | $142,382-11.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.17% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,467 | $4,810-69.5% | $4,305-65.9% | $4,299-65.9% |
| Participant deferral / active EE | $4,447 | $6,272-29.1% | $5,540-19.7% | $6,507-31.7% |
| Admin fee / account holder | $695 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |