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 | $84,422 | $81,900+3.1% | $119,609-29.4% | $68,494+23.3% |
| Participation rate | 60.8% | 71.9%-11.1pp | 79.3%-18.5pp | 67.9%-7.1pp |
| Annual return | -14.84% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,031 | $2,693-61.7% | $4,232-75.6% | $2,596-60.3% |
| Participant deferral / active EE | $5,467 | $4,148+31.8% | $5,602-2.4% | $4,027+35.7% |
| Admin fee / account holder | $7,355 | $6,582+11.7% | $10,323-28.8% | $5,403+36.1% |