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 | $77,644 | $64,707+20.0% | $112,228-30.8% | $68,494+13.4% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | -11.45% | -11.40%0pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,315 | $2,746-52.1% | $3,635-63.8% | $2,596-49.3% |
| Participant deferral / active EE | $3,023 | $3,565-15.2% | $4,728-36.1% | $4,027-24.9% |
| Admin fee / account holder | $15,497 | $5,232+196.2% | $6,410+141.8% | $5,403+186.8% |