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 | $78,870 | $99,877-21.0% | $84,966-7.2% | $145,922-46.0% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.0pp | 80.3%-34.8pp |
| Annual return | 11.99% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,152 | $3,231-64.3% | $2,727-57.8% | $4,660-75.3% |
| Participant deferral / active EE | $2,270 | $5,291-57.1% | $4,519-49.8% | $6,688-66.1% |
| Admin fee / account holder | $1,561 | $7,248-78.5% | $6,149-74.6% | $13,397-88.3% |