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 | $126,445 | $81,900+54.4% | $119,609+5.7% | $68,494+84.6% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -10.63% | -23.82%+13.2pp | -14.97%+4.3pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,880 | $2,693-30.2% | $4,232-55.6% | $2,596-27.6% |
| Participant deferral / active EE | $2,738 | $4,148-34.0% | $5,602-51.1% | $4,027-32.0% |
| Admin fee / account holder | $32,998 | $6,582+401.4% | $10,323+219.6% | $5,403+510.8% |