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 | $126,114 | $127,065-0.7% | $113,168+11.4% | $142,382-11.4% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 18.30% | 24.03%-5.7pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,958 | $3,442+15.0% | $2,975+33.0% | $4,299-7.9% |
| Participant deferral / active EE | $8,367 | $5,716+46.4% | $5,107+63.8% | $6,507+28.6% |
| Admin fee / account holder | $3,722 | $15,736-76.3% | $12,068-69.2% | $12,624-70.5% |