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 | $69,010 | $62,586+10.3% | $76,768-10.1% | $64,186+7.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -5.69% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,231 | $1,832-32.8% | $2,485-50.5% | $2,381-48.3% |
| Participant deferral / active EE | $3,408 | $3,145+8.4% | $3,852-11.5% | $3,470-1.8% |
| Admin fee / account holder | $525 | $4,667-88.8% | $6,675-92.1% | $4,888-89.3% |