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 | $124,040 | $176,377-29.7% | $134,143-7.5% | $158,922-21.9% |
| Participation rate | 27.3% | 78.7%-51.4pp | 72.2%-44.9pp | 82.0%-54.7pp |
| Annual return | 7.63% | 63.63%-56.0pp | 36.33%-28.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $302 | $5,040-94.0% | $3,704-91.9% | $4,761-93.7% |
| Participant deferral / active EE | $1,514 | $4,091-63.0% | $3,499-56.7% | $5,982-74.7% |
| Admin fee / account holder | $39,477 | $8,718+352.8% | $6,684+490.6% | $11,246+251.0% |