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 | $76,528 | $64,839+18.0% | $95,585-19.9% | $84,808-9.8% |
| Participation rate | 57.1% | 63.8%-6.7pp | 72.1%-14.9pp | 68.3%-11.2pp |
| Annual return | 16.10% | -670.96%+687.1pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,078 | $1,759-38.7% | $2,527-57.3% | $2,631-59.0% |
| Participant deferral / active EE | $2,701 | $2,965-8.9% | $4,023-32.9% | $4,212-35.9% |
| Admin fee / account holder | $12,138 | $5,964+103.5% | $6,127+98.1% | $7,344+65.3% |