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 | $63,937 | $82,032-22.1% | $123,104-48.1% | $59,632+7.2% |
| Participation rate | 55.7% | 83.2%-27.5pp | 86.8%-31.1pp | 68.7%-13.0pp |
| Annual return | -0.92% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,923 | $3,297-11.3% | $5,151-43.2% | $2,203+32.7% |
| Participant deferral / active EE | $9,167 | $4,667+96.4% | $6,230+47.2% | $3,192+187.2% |
| Admin fee / account holder | $11,776 | $5,881+100.3% | $9,015+30.6% | $4,297+174.1% |