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 | $114,625 | $32,117+256.9% | $71,086+61.2% | $64,186+78.6% |
| Participation rate | 32.0% | 42.7%-10.7pp | 54.7%-22.7pp | 69.6%-37.6pp |
| Annual return | -8.60% | -5.57%-3.0pp | 650.59%-659.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $671 | $712-5.7% | $1,088-38.3% | $2,381-71.8% |
| Participant deferral / active EE | $2,116 | $1,263+67.5% | $1,874+12.9% | $3,470-39.0% |
| Admin fee / account holder | $2,702 | $2,759-2.1% | $3,082-12.3% | $4,888-44.7% |