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 | $98,361 | $70,428+39.7% | $96,562+1.9% | $85,850+14.6% |
| Participation rate | 67.7% | 61.8%+5.9pp | 69.8%-2.1pp | 69.3%-1.6pp |
| Annual return | 14.48% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,848 | $1,413+30.8% | $2,356-21.6% | $2,565-28.0% |
| Participant deferral / active EE | $2,575 | $2,894-11.0% | $3,849-33.1% | $3,952-34.8% |
| Admin fee / account holder | $2,099 | $4,997-58.0% | $6,181-66.0% | $6,260-66.5% |