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 | $89,579 | $89,355+0.3% | $141,162-36.5% | $72,985+22.7% |
| Participation rate | 65.0% | 75.1%-10.1pp | 82.5%-17.5pp | 69.5%-4.5pp |
| Annual return | 36.48% | 111.85%-75.4pp | 71.39%-34.9pp | 81.00%-44.5pp |
| Employer contribution / active EE | $677 | $3,114-78.3% | $4,735-85.7% | $2,440-72.2% |
| Participant deferral / active EE | $4,464 | $5,418-17.6% | $6,709-33.5% | $3,607+23.7% |
| Admin fee / account holder | $5,742 | $5,958-3.6% | $10,261-44.0% | $5,124+12.1% |