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 | $74,367 | $77,419-3.9% | $69,455+7.1% | $152,861-51.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 10.51% | 39.06%-28.6pp | 28.97%-18.5pp | 345.32%-334.8pp |
| Employer contribution / active EE | $6,804 | $3,315+105.2% | $2,779+144.8% | $4,762+42.9% |
| Participant deferral / active EE | $18,252 | $4,414+313.5% | $3,535+416.3% | $5,850+212.0% |
| Admin fee / account holder | $250,949 | $6,207+3943.2% | $3,839+6436.2% | $11,596+2064.0% |