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 | $95,239 | $97,757-2.6% | $83,848+13.6% | $135,375-29.6% |
| Participation rate | 29.2% | 80.0%-50.8pp | 76.1%-47.0pp | 82.6%-53.5pp |
| Annual return | 3.89% | 1287.37%-1283.5pp | 850.88%-847.0pp | 519.73%-515.8pp |
| Employer contribution / active EE | $1,138 | $4,222-73.0% | $3,631-68.7% | $4,779-76.2% |
| Participant deferral / active EE | $1,545 | $4,682-67.0% | $4,082-62.1% | $5,609-72.4% |
| Admin fee / account holder | $1,034 | $6,674-84.5% | $5,478-81.1% | $10,827-90.5% |