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 9-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 | $102,092 | $81,460+25.3% | $103,333-1.2% | $80,856+26.3% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 11.22% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,069 | $3,105-65.6% | $3,868-72.4% | $2,755-61.2% |
| Participant deferral / active EE | $2,483 | $3,869-35.8% | $5,057-50.9% | $4,296-42.2% |
| Admin fee / account holder | $16,825 | $6,566+156.2% | $8,355+101.4% | $6,918+143.2% |