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 | $114,727 | $68,547+67.4% | $120,354-4.7% | $80,856+41.9% |
| Participation rate | 33.3% | 61.6%-28.3pp | 71.9%-38.6pp | 67.6%-34.3pp |
| Annual return | 18.61% | 23.60%-5.0pp | 107.15%-88.5pp | 35.59%-17.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,288 | $3,173-27.9% | $4,991-54.2% | $4,296-46.7% |
| Admin fee / account holder | $40,085 | $5,732+599.3% | $9,423+325.4% | $6,918+479.4% |