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 | $120,940 | $102,828+17.6% | $105,387+14.8% | $152,861-20.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.4%-15.8pp |
| Annual return | 17.70% | 20.85%-3.2pp | 26.82%-9.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,801 | $5,465-30.5% | $5,502-30.9% | $5,850-35.0% |
| Admin fee / account holder | $715 | $8,683-91.8% | $6,559-89.1% | $11,596-93.8% |