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 | $90,884 | $91,190-0.3% | $178,490-49.1% | $79,858+13.8% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 14.41% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,494 | $3,256-23.4% | $5,011-50.2% | $2,471+0.9% |
| Participant deferral / active EE | $4,692 | $3,236+45.0% | $5,202-9.8% | $3,740+25.4% |
| Admin fee / account holder | $8,684 | $6,751+28.6% | $13,984-37.9% | $5,306+63.7% |