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 | $99,685 | $154,117-35.3% | $129,995-23.3% | $139,434-28.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 18.68% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,456 | $5,289-53.6% | $4,320-43.1% | $4,751-48.3% |
| Participant deferral / active EE | $4,027 | $6,710-40.0% | $5,820-30.8% | $6,710-40.0% |
| Admin fee / account holder | $664 | $14,007-95.3% | $10,614-93.7% | $11,403-94.2% |