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 | $111,770 | $89,753+24.5% | $107,525+3.9% | $84,808+31.8% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 15.16% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,096 | $3,113-0.6% | $3,754-17.5% | $2,631+17.7% |
| Participant deferral / active EE | $4,272 | $4,056+5.3% | $5,116-16.5% | $4,212+1.4% |
| Admin fee / account holder | $41,954 | $7,222+480.9% | $8,919+370.4% | $7,344+471.3% |