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 | $98,043 | $114,381-14.3% | $107,525-8.8% | $142,382-31.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 16.75% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,725 | $4,015-57.0% | $3,754-54.0% | $4,299-59.9% |
| Participant deferral / active EE | $2,730 | $5,564-50.9% | $5,116-46.6% | $6,507-58.0% |
| Admin fee / account holder | $538 | $9,860-94.5% | $8,919-94.0% | $12,624-95.7% |