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 | $139,069 | $81,900+69.8% | $119,609+16.3% | $68,494+103.0% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -16.35% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,039 | $2,693-24.3% | $4,232-51.8% | $2,596-21.5% |
| Participant deferral / active EE | $4,867 | $4,148+17.3% | $5,602-13.1% | $4,027+20.9% |
| Admin fee / account holder | $757 | $6,582-88.5% | $10,323-92.7% | $5,403-86.0% |