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 | $91,560 | $93,571-2.1% | $135,903-32.6% | $75,163+21.8% |
| Participation rate | 57.4% | 75.2%-17.8pp | 81.9%-24.5pp | 67.2%-9.8pp |
| Annual return | 25.80% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,976 | $3,537-44.1% | $4,856-59.3% | $2,670-26.0% |
| Participant deferral / active EE | $5,216 | $6,404-18.5% | $7,758-32.8% | $4,125+26.5% |
| Admin fee / account holder | $11,333 | $6,975+62.5% | $10,762+5.3% | $5,651+100.5% |