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 | $113,223 | $185,822-39.1% | $169,993-33.4% | $139,434-18.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.11% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,181 | $7,590-71.3% | $6,785-67.9% | $4,751-54.1% |
| Participant deferral / active EE | $8,833 | $11,622-24.0% | $10,408-15.1% | $6,710+31.6% |
| Admin fee / account holder | $25,567 | $15,381+66.2% | $12,815+99.5% | $11,403+124.2% |