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 | $90,246 | $45,863+96.8% | $77,024+17.2% | $68,494+31.8% |
| Participation rate | 52.2% | 55.9%-3.7pp | 67.9%-15.7pp | 67.9%-15.7pp |
| Annual return | -14.21% | 1.72%-15.9pp | 42.32%-56.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,132 | $1,650-31.4% | $2,812-59.8% | $2,596-56.4% |
| Participant deferral / active EE | $2,255 | $2,962-23.9% | $4,426-49.1% | $4,027-44.0% |
| Admin fee / account holder | $1,332 | $3,041-56.2% | $5,425-75.5% | $5,403-75.3% |