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 | $122,888 | $176,377-30.3% | $134,143-8.4% | $158,922-22.7% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 12.67% | 63.63%-51.0pp | 36.33%-23.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $949 | $5,040-81.2% | $3,704-74.4% | $4,761-80.1% |
| Participant deferral / active EE | $6,324 | $4,091+54.6% | $3,499+80.8% | $5,982+5.7% |
| Admin fee / account holder | $9,376 | $8,718+7.6% | $6,684+40.3% | $11,246-16.6% |