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 | $95,497 | $106,355-10.2% | $237,244-59.7% | $116,875-18.3% |
| Participation rate | 66.7% | 71.9%-5.2pp | 80.3%-13.6pp | 74.5%-7.9pp |
| Annual return | 14.41% | 17.03%-2.6pp | 4131.29%-4116.9pp | 16.29%-1.9pp |
| Employer contribution / active EE | $1,814 | $1,595+13.7% | $4,351-58.3% | $3,288-44.8% |
| Participant deferral / active EE | $4,400 | $3,396+29.6% | $4,056+8.5% | $3,885+13.3% |
| Admin fee / account holder | $725 | $11,423-93.7% | $18,030-96.0% | $12,263-94.1% |