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 | $122,144 | $59,805+104.2% | $79,550+53.5% | $68,494+78.3% |
| Participation rate | 68.6% | 61.1%+7.6pp | 69.5%-0.9pp | 67.9%+0.7pp |
| Annual return | -15.23% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,772 | $1,505+17.8% | $2,413-26.6% | $2,596-31.7% |
| Participant deferral / active EE | $4,313 | $3,024+42.6% | $3,985+8.2% | $4,027+7.1% |
| Admin fee / account holder | $26,825 | $4,835+454.9% | $6,832+292.6% | $5,403+396.5% |