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 | $118,366 | $99,985+18.4% | $146,665-19.3% | $85,850+37.9% |
| Participation rate | 24.0% | 73.1%-49.1pp | 80.1%-56.1pp | 69.3%-45.3pp |
| Annual return | 15.00% | 18.93%-3.9pp | 22.74%-7.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,886 | $4,006-52.9% | $5,506-65.7% | $3,952-52.3% |
| Admin fee / account holder | $971 | $7,702-87.4% | $10,280-90.5% | $6,260-84.5% |