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 | $80,145 | $42,894+86.8% | $60,874+31.7% | $68,494+17.0% |
| Participation rate | 43.5% | 66.8%-23.3pp | 73.1%-29.6pp | 67.9%-24.4pp |
| Annual return | -13.94% | -13.98%0pp | 16.90%-30.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $682 | $1,978-65.5% | $2,701-74.8% | $2,596-73.7% |
| Participant deferral / active EE | $871 | $2,867-69.6% | $3,817-77.2% | $4,027-78.4% |
| Admin fee / account holder | $1,147 | $3,101-63.0% | $3,224-64.4% | $5,403-78.8% |