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 | $68,398 | $45,863+49.1% | $77,024-11.2% | $68,494-0.1% |
| Participation rate | 26.8% | 55.9%-29.1pp | 67.9%-41.1pp | 67.9%-41.1pp |
| Annual return | -18.96% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $832 | $1,650-49.6% | $2,812-70.4% | $2,596-68.0% |
| Participant deferral / active EE | $2,744 | $2,962-7.4% | $4,426-38.0% | $4,027-31.9% |
| Admin fee / account holder | $4,030 | $3,041+32.5% | $5,425-25.7% | $5,403-25.4% |