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 | $66,573 | $91,538-27.3% | $129,995-48.8% | $75,163-11.4% |
| Participation rate | 67.6% | 71.4%-3.9pp | 78.5%-10.9pp | 67.2%+0.4pp |
| Annual return | 19.26% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,890 | $2,845+1.6% | $4,320-33.1% | $2,670+8.3% |
| Participant deferral / active EE | $4,023 | $4,341-7.3% | $5,820-30.9% | $4,125-2.5% |
| Admin fee / account holder | $1,857 | $6,790-72.6% | $10,614-82.5% | $5,651-67.1% |