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 | $117,127 | $70,428+66.3% | $96,562+21.3% | $85,850+36.4% |
| Participation rate | 47.1% | 61.8%-14.7pp | 69.8%-22.8pp | 69.3%-22.3pp |
| Annual return | 11.97% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $890 | $1,413-37.0% | $2,356-62.2% | $2,565-65.3% |
| Participant deferral / active EE | $2,138 | $2,894-26.1% | $3,849-44.4% | $3,952-45.9% |
| Admin fee / account holder | $9,942 | $4,997+99.0% | $6,181+60.9% | $6,260+58.8% |