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 | $93,187 | $78,672+18.5% | $109,143-14.6% | $85,850+8.5% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,668 | $2,735-39.0% | $3,722-55.2% | $2,565-35.0% |
| Participant deferral / active EE | $4,448 | $3,467+28.3% | $4,653-4.4% | $3,952+12.6% |
| Admin fee / account holder | $21,954 | $5,469+301.4% | $6,752+225.1% | $6,260+250.7% |