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 | $112,374 | $89,753+25.2% | $107,525+4.5% | $84,808+32.5% |
| Participation rate | 54.0% | 68.1%-14.1pp | 75.1%-21.1pp | 68.3%-14.3pp |
| Annual return | 18.71% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,188 | $3,113+34.5% | $3,754+11.6% | $2,631+59.2% |
| Participant deferral / active EE | $4,194 | $4,056+3.4% | $5,116-18.0% | $4,212-0.4% |
| Admin fee / account holder | $6,072 | $7,222-15.9% | $8,919-31.9% | $7,344-17.3% |