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 | $85,648 | $96,484-11.2% | $75,886+12.9% | $152,861-44.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 13.78% | 33.98%-20.2pp | 30.76%-17.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,610 | $3,309-21.1% | $2,500+4.4% | $4,762-45.2% |
| Participant deferral / active EE | $3,850 | $4,553-15.4% | $3,603+6.9% | $5,850-34.2% |
| Admin fee / account holder | $439,869 | $8,078+5345.3% | $5,418+8018.1% | $11,596+3693.1% |