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 | $85,951 | $71,883+19.6% | $86,677-0.8% | $68,494+25.5% |
| Participation rate | 42.1% | 72.2%-30.1pp | 76.6%-34.5pp | 67.9%-25.8pp |
| Annual return | -15.45% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,615 | $2,173-25.7% | $2,836-43.1% | $2,596-37.8% |
| Participant deferral / active EE | $2,765 | $3,779-26.8% | $4,656-40.6% | $4,027-31.3% |
| Admin fee / account holder | $2,586 | $6,112-57.7% | $7,493-65.5% | $5,403-52.1% |