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 | $82,284 | $48,795+68.6% | $65,493+25.6% | $84,808-3.0% |
| Participation rate | 41.5% | 67.0%-25.5pp | 73.1%-31.6pp | 68.3%-26.8pp |
| Annual return | 15.43% | 20.20%-4.8pp | 982.45%-967.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $926 | $1,930-52.0% | $2,574-64.0% | $2,631-64.8% |
| Participant deferral / active EE | $3,701 | $2,928+26.4% | $3,961-6.6% | $4,212-12.1% |
| Admin fee / account holder | $613 | $3,877-84.2% | $5,028-87.8% | $7,344-91.7% |