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 | $115,766 | $88,083+31.4% | $164,813-29.8% | $74,495+55.4% |
| Participation rate | 47.6% | 73.0%-25.5pp | 78.6%-31.0pp | 67.2%-19.6pp |
| Annual return | 19.12% | 17.26%+1.9pp | 69.93%-50.8pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $2,152 | $2,593-17.0% | $4,341-50.4% | $2,623-18.0% |
| Participant deferral / active EE | $4,299 | $4,498-4.4% | $6,031-28.7% | $4,346-1.1% |
| Admin fee / account holder | $27,404 | $2,234+1126.9% | $12,690+116.0% | $1,942+1311.3% |