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 | $119,331 | $109,982+8.5% | $97,226+22.7% | $145,922-18.2% |
| Participation rate | 61.5% | 75.9%-14.4pp | 72.7%-11.1pp | 80.3%-18.7pp |
| Annual return | 17.86% | 242.90%-225.0pp | 75.13%-57.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,881 | $3,084-39.0% | $2,729-31.1% | $4,660-59.6% |
| Participant deferral / active EE | $4,696 | $4,676+0.4% | $4,264+10.1% | $6,688-29.8% |
| Admin fee / account holder | $4,181 | $6,221-32.8% | $5,654-26.0% | $13,397-68.8% |