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 | $134,345 | $62,586+114.7% | $76,768+75.0% | $64,186+109.3% |
| Participation rate | 67.4% | 72.8%-5.4pp | 77.0%-9.6pp | 69.6%-2.2pp |
| Annual return | -5.34% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,102 | $1,832-39.9% | $2,485-55.7% | $2,381-53.7% |
| Participant deferral / active EE | $3,337 | $3,145+6.1% | $3,852-13.4% | $3,470-3.8% |
| Admin fee / account holder | $3,004 | $4,667-35.6% | $6,675-55.0% | $4,888-38.5% |