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 | $88,511 | $74,888+18.2% | $71,209+24.3% | $142,382-37.8% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 14.54% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,554 | $2,854-10.5% | $2,721-6.1% | $4,299-40.6% |
| Participant deferral / active EE | $5,457 | $4,454+22.5% | $4,175+30.7% | $6,507-16.1% |
| Admin fee / account holder | $2,824 | $5,568-49.3% | $5,349-47.2% | $12,624-77.6% |