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 | $84,009 | $177,572-52.7% | $154,803-45.7% | $142,382-41.0% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 25.52% | 65.07%-39.6pp | 58.88%-33.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,553 | $4,810-67.7% | $4,305-63.9% | $4,299-63.9% |
| Participant deferral / active EE | $2,315 | $6,272-63.1% | $5,540-58.2% | $6,507-64.4% |
| Admin fee / account holder | $1,428 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |