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 | $95,065 | $95,862-0.8% | $79,550+19.5% | $134,475-29.3% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -16.51% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,574 | $3,128-17.7% | $2,413+6.7% | $4,740-45.7% |
| Participant deferral / active EE | $5,017 | $4,693+6.9% | $3,985+25.9% | $6,400-21.6% |
| Admin fee / account holder | $2,686 | $9,126-70.6% | $6,832-60.7% | $11,426-76.5% |