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 | $104,332 | $89,753+16.2% | $107,525-3.0% | $84,808+23.0% |
| Participation rate | 68.4% | 68.1%+0.4pp | 75.1%-6.7pp | 68.3%+0.1pp |
| Annual return | 13.54% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,206 | $3,113-29.1% | $3,754-41.2% | $2,631-16.2% |
| Participant deferral / active EE | $6,443 | $4,056+58.8% | $5,116+25.9% | $4,212+53.0% |
| Admin fee / account holder | $343 | $7,222-95.3% | $8,919-96.2% | $7,344-95.3% |