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 | $87,882 | $112,881-22.1% | $90,951-3.4% | $158,922-44.7% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 12.96% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,176 | $2,893-59.3% | $2,122-44.6% | $4,761-75.3% |
| Participant deferral / active EE | $3,383 | $4,128-18.0% | $3,373+0.3% | $5,982-43.4% |
| Admin fee / account holder | $1,093 | $8,041-86.4% | $5,959-81.6% | $11,246-90.3% |