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 9-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 | $80,885 | $133,958-39.6% | $112,228-27.9% | $134,475-39.9% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -12.41% | 47.11%-59.5pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,531 | $4,038-37.3% | $3,635-30.4% | $4,740-46.6% |
| Participant deferral / active EE | $6,876 | $5,291+30.0% | $4,728+45.4% | $6,400+7.4% |
| Admin fee / account holder | $1,201 | $7,489-84.0% | $6,410-81.3% | $11,426-89.5% |