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 | $118,195 | $50,958+131.9% | $74,550+58.5% | $64,186+84.1% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -8.00% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $467 | $1,115-58.1% | $1,961-76.2% | $2,381-80.4% |
| Participant deferral / active EE | $1,924 | $2,301-16.4% | $3,108-38.1% | $3,470-44.6% |
| Admin fee / account holder | $9,899 | $4,223+134.4% | $5,060+95.6% | $4,888+102.5% |