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 | $136,894 | $59,805+128.9% | $79,550+72.1% | $68,494+99.9% |
| Participation rate | 66.3% | 61.1%+5.2pp | 69.5%-3.2pp | 67.9%-1.6pp |
| Annual return | -18.14% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,632 | $1,505+8.5% | $2,413-32.3% | $2,596-37.1% |
| Participant deferral / active EE | $6,237 | $3,024+106.2% | $3,985+56.5% | $4,027+54.9% |
| Admin fee / account holder | $6,328 | $4,835+30.9% | $6,832-7.4% | $5,403+17.1% |