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 | $78,123 | $109,327-28.5% | $89,391-12.6% | $158,922-50.8% |
| Participation rate | 64.7% | 74.3%-9.6pp | 68.0%-3.3pp | 82.0%-17.3pp |
| Annual return | 13.42% | 345.68%-332.3pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,924 | $3,170-39.3% | $2,586-25.6% | $4,761-59.6% |
| Participant deferral / active EE | $2,862 | $4,598-37.8% | $3,890-26.4% | $5,982-52.2% |
| Admin fee / account holder | $497 | $6,153-91.9% | $4,881-89.8% | $11,246-95.6% |