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 7-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 | $80,366 | $64,707+24.2% | $112,228-28.4% | $68,494+17.3% |
| Participation rate | 46.0% | 67.2%-21.2pp | 75.1%-29.1pp | 67.9%-21.9pp |
| Annual return | -14.49% | -11.40%-3.1pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,469 | $2,746-46.5% | $3,635-59.6% | $2,596-43.4% |
| Participant deferral / active EE | $2,979 | $3,565-16.4% | $4,728-37.0% | $4,027-26.0% |
| Admin fee / account holder | $527 | $5,232-89.9% | $6,410-91.8% | $5,403-90.3% |