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 | $60,023 | $50,958+17.8% | $74,550-19.5% | $64,186-6.5% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | -6.02% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $372 | $1,115-66.7% | $1,961-81.0% | $2,381-84.4% |
| Participant deferral / active EE | $2,393 | $2,301+4.0% | $3,108-23.0% | $3,470-31.0% |
| Admin fee / account holder | $8,178 | $4,223+93.7% | $5,060+61.6% | $4,888+67.3% |