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 | $89,771 | $57,354+56.5% | $83,848+7.1% | $64,186+39.9% |
| Participation rate | 39.1% | 68.6%-29.5pp | 76.1%-37.0pp | 69.6%-30.4pp |
| Annual return | -4.68% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,790 | $2,993-6.8% | $4,082-31.7% | $3,470-19.6% |
| Admin fee / account holder | $7,540 | $4,046+86.4% | $5,478+37.6% | $4,888+54.3% |