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 | $138,382 | $197,591-30.0% | $177,821-22.2% | $158,922-12.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 16.28% | 58.76%-42.5pp | 48.32%-32.0pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,555 | $6,697-61.9% | $5,918-56.8% | $4,761-46.3% |
| Participant deferral / active EE | $8,092 | $8,405-3.7% | $7,714+4.9% | $5,982+35.3% |
| Admin fee / account holder | $1,326 | $15,399-91.4% | $12,427-89.3% | $11,246-88.2% |