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 | $99,139 | $73,867+34.2% | $143,757-31.0% | $68,494+44.7% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -16.26% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,095 | $3,184-2.8% | $4,951-37.5% | $2,596+19.2% |
| Participant deferral / active EE | $5,100 | $3,384+50.7% | $5,637-9.5% | $4,027+26.6% |
| Admin fee / account holder | $663 | $5,755-88.5% | $14,673-95.5% | $5,403-87.7% |