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 | $145,436 | $64,707+124.8% | $112,228+29.6% | $68,494+112.3% |
| Participation rate | 54.1% | 67.2%-13.1pp | 75.1%-21.0pp | 67.9%-13.8pp |
| Annual return | -16.85% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,713 | $2,746+144.5% | $3,635+84.7% | $2,596+158.6% |
| Participant deferral / active EE | $4,394 | $3,565+23.3% | $4,728-7.1% | $4,027+9.1% |
| Admin fee / account holder | $3,802 | $5,232-27.3% | $6,410-40.7% | $5,403-29.6% |