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 | $86,932 | $59,805+45.4% | $79,550+9.3% | $68,494+26.9% |
| Participation rate | 55.4% | 61.1%-5.7pp | 69.5%-14.1pp | 67.9%-12.5pp |
| Annual return | -14.92% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,319 | $1,505-12.3% | $2,413-45.3% | $2,596-49.2% |
| Participant deferral / active EE | $2,864 | $3,024-5.3% | $3,985-28.1% | $4,027-28.9% |
| Admin fee / account holder | $2,757 | $4,835-43.0% | $6,832-59.7% | $5,403-49.0% |