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 | $113,027 | $63,861+77.0% | $104,607+8.0% | $79,858+41.5% |
| Participation rate | 69.4% | 64.9%+4.5pp | 74.1%-4.7pp | 69.6%-0.2pp |
| Annual return | 12.17% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $301 | $1,588-81.0% | $2,681-88.8% | $2,471-87.8% |
| Participant deferral / active EE | $4,934 | $2,693+83.2% | $3,740+31.9% | $3,740+31.9% |
| Admin fee / account holder | $4,002 | $4,185-4.4% | $6,473-38.2% | $5,306-24.6% |