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 | $98,038 | $159,901-38.7% | $146,958-33.3% | $145,922-32.8% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 10.85% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,497 | $5,286-71.7% | $4,933-69.6% | $4,660-67.9% |
| Participant deferral / active EE | $4,015 | $8,428-52.4% | $8,070-50.3% | $6,688-40.0% |
| Admin fee / account holder | $3,235 | $15,044-78.5% | $12,998-75.1% | $13,397-75.9% |