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 | $88,501 | $154,117-42.6% | $129,995-31.9% | $139,434-36.5% |
| Participation rate | 56.5% | 82.0%-25.4pp | 78.5%-22.0pp | 80.3%-23.8pp |
| Annual return | 15.59% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,897 | $5,289-64.1% | $4,320-56.1% | $4,751-60.1% |
| Participant deferral / active EE | $4,023 | $6,710-40.1% | $5,820-30.9% | $6,710-40.1% |
| Admin fee / account holder | $21,647 | $14,007+54.6% | $10,614+103.9% | $11,403+89.8% |