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 | $118,465 | $89,753+32.0% | $107,525+10.2% | $84,808+39.7% |
| Participation rate | 42.1% | 68.1%-26.0pp | 75.1%-33.0pp | 68.3%-26.2pp |
| Annual return | 15.03% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,048 | $3,113-66.3% | $3,754-72.1% | $2,631-60.1% |
| Participant deferral / active EE | $3,072 | $4,056-24.3% | $5,116-40.0% | $4,212-27.1% |
| Admin fee / account holder | $837 | $7,222-88.4% | $8,919-90.6% | $7,344-88.6% |