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 | $171,769 | $45,863+274.5% | $77,024+123.0% | $68,494+150.8% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -19.34% | 1.72%-21.1pp | 42.32%-61.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,637 | $1,650-0.8% | $2,812-41.8% | $2,596-37.0% |
| Participant deferral / active EE | $5,655 | $2,962+90.9% | $4,426+27.8% | $4,027+40.4% |
| Admin fee / account holder | $4,668 | $3,041+53.5% | $5,425-14.0% | $5,403-13.6% |