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 | $81,121 | $106,890-24.1% | $84,015-3.4% | $152,861-46.9% |
| Participation rate | 27.3% | 75.2%-48.0pp | 69.0%-41.7pp | 82.4%-55.2pp |
| Annual return | 28.55% | 104.99%-76.4pp | 71.31%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $715 | $2,734-73.9% | $1,983-64.0% | $4,762-85.0% |
| Participant deferral / active EE | $4,482 | $4,011+11.7% | $3,239+38.4% | $5,850-23.4% |
| Admin fee / account holder | $2,818 | $8,285-66.0% | $6,101-53.8% | $11,596-75.7% |