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 | $76,702 | $71,883+6.7% | $86,677-11.5% | $68,494+12.0% |
| Participation rate | 38.2% | 72.2%-34.0pp | 76.6%-38.3pp | 67.9%-29.7pp |
| Annual return | -15.65% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $980 | $2,173-54.9% | $2,836-65.5% | $2,596-62.3% |
| Participant deferral / active EE | $2,470 | $3,779-34.6% | $4,656-46.9% | $4,027-38.7% |
| Admin fee / account holder | $1,741 | $6,112-71.5% | $7,493-76.8% | $5,403-67.8% |