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 | $91,674 | $90,503+1.3% | $78,689+16.5% | $273,961-66.5% |
| Participation rate | 47.4% | 76.5%-29.1pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | 5.24% | 75.60%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,404 | $3,901+38.5% | $3,517+53.7% | $5,287+2.2% |
| Admin fee / account holder | $2,634 | $5,263-49.9% | $4,510-41.6% | $10,132-74.0% |