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 | $98,327 | $117,841-16.6% | $102,423-4.0% | $145,922-32.6% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 11.03% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,944 | $3,615-46.2% | $3,023-35.7% | $4,660-58.3% |
| Participant deferral / active EE | $3,455 | $5,731-39.7% | $5,053-31.6% | $6,688-48.3% |
| Admin fee / account holder | $5,086 | $13,326-61.8% | $9,451-46.2% | $13,397-62.0% |