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 | $82,116 | $45,863+79.0% | $77,024+6.6% | $68,494+19.9% |
| Participation rate | 65.3% | 55.9%+9.4pp | 67.9%-2.6pp | 67.9%-2.6pp |
| Annual return | -17.44% | 1.72%-19.2pp | 42.32%-59.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,616 | $1,650-2.0% | $2,812-42.5% | $2,596-37.8% |
| Participant deferral / active EE | $3,053 | $2,962+3.1% | $4,426-31.0% | $4,027-24.2% |
| Admin fee / account holder | $7,227 | $3,041+137.7% | $5,425+33.2% | $5,403+33.8% |