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 | $101,547 | $91,190+11.4% | $178,490-43.1% | $79,858+27.2% |
| Participation rate | 59.0% | 69.2%-10.2pp | 81.9%-22.9pp | 69.6%-10.7pp |
| Annual return | 12.70% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,167 | $3,256-64.2% | $5,011-76.7% | $2,471-52.8% |
| Participant deferral / active EE | $3,335 | $3,236+3.0% | $5,202-35.9% | $3,740-10.8% |
| Admin fee / account holder | $3,736 | $6,751-44.7% | $13,984-73.3% | $5,306-29.6% |