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 | $114,322 | $53,053+115.5% | $126,539-9.7% | $74,304+53.9% |
| Participation rate | 46.0% | 48.0%-2.0pp | 69.8%-23.8pp | 60.3%-14.3pp |
| Annual return | 14.16% | 29.46%-15.3pp | 425.95%-411.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,042 | $1,168-10.8% | $3,674-71.6% | $2,241-53.5% |
| Participant deferral / active EE | $2,446 | $2,303+6.2% | $4,083-40.1% | $3,767-35.1% |
| Admin fee / account holder | $4,989 | $3,698+34.9% | $6,065-17.7% | $2,969+68.0% |