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 5-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 | $120,658 | $210,648-42.7% | $177,989-32.2% | $145,922-17.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.61% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,072 | $4,565-10.8% | $3,949+3.1% | $4,660-12.6% |
| Participant deferral / active EE | $12,654 | $6,958+81.9% | $6,276+101.6% | $6,688+89.2% |
| Admin fee / account holder | $1,671 | $12,013-86.1% | $10,363-83.9% | $13,397-87.5% |