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 | $92,890 | $118,849-21.8% | $96,562-3.8% | $167,490-44.5% |
| Participation rate | 65.0% | 75.5%-10.5pp | 69.8%-4.8pp | 82.1%-17.1pp |
| Annual return | 14.29% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,118 | $3,120-64.2% | $2,356-52.5% | $4,837-76.9% |
| Participant deferral / active EE | $4,044 | $4,616-12.4% | $3,849+5.1% | $6,341-36.2% |
| Admin fee / account holder | $1,402 | $8,065-82.6% | $6,181-77.3% | $12,309-88.6% |