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 | $95,104 | $91,538+3.9% | $129,995-26.8% | $75,163+26.5% |
| Participation rate | 68.1% | 71.4%-3.3pp | 78.5%-10.4pp | 67.2%+0.9pp |
| Annual return | 44.11% | -631.11%+675.2pp | -137.18%+181.3pp | 160.62%-116.5pp |
| Employer contribution / active EE | $1,661 | $2,845-41.6% | $4,320-61.5% | $2,670-37.8% |
| Participant deferral / active EE | $5,950 | $4,341+37.1% | $5,820+2.2% | $4,125+44.2% |
| Admin fee / account holder | $3,076 | $6,790-54.7% | $10,614-71.0% | $5,651-45.6% |