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 | $122,028 | $214,378-43.1% | $200,582-39.2% | $142,382-14.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 16.51% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,390 | $6,841-65.1% | $6,419-62.8% | $4,299-44.4% |
| Participant deferral / active EE | $4,447 | $9,865-54.9% | $9,331-52.3% | $6,507-31.7% |
| Admin fee / account holder | $4,124 | $17,692-76.7% | $16,305-74.7% | $12,624-67.3% |