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 | $105,678 | $73,867+43.1% | $143,757-26.5% | $68,494+54.3% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -14.13% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,755 | $3,184-44.9% | $4,951-64.6% | $2,596-32.4% |
| Participant deferral / active EE | $4,961 | $3,384+46.6% | $5,637-12.0% | $4,027+23.2% |
| Admin fee / account holder | $5,271 | $5,755-8.4% | $14,673-64.1% | $5,403-2.4% |