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 | $105,794 | $89,753+17.9% | $107,525-1.6% | $84,808+24.7% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 18.39% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,368 | $3,113-56.1% | $3,754-63.6% | $2,631-48.0% |
| Participant deferral / active EE | $2,732 | $4,056-32.6% | $5,116-46.6% | $4,212-35.1% |
| Admin fee / account holder | $2,485 | $7,222-65.6% | $8,919-72.1% | $7,344-66.2% |