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 | $112,530 | $71,883+56.5% | $86,677+29.8% | $68,494+64.3% |
| Participation rate | 48.4% | 72.2%-23.9pp | 76.6%-28.2pp | 67.9%-19.5pp |
| Annual return | -14.74% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,504 | $2,173-30.8% | $2,836-47.0% | $2,596-42.1% |
| Participant deferral / active EE | $4,024 | $3,779+6.5% | $4,656-13.6% | $4,027-0.1% |
| Admin fee / account holder | $40,760 | $6,112+566.9% | $7,493+444.0% | $5,403+654.4% |