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 | $113,893 | $87,705+29.9% | $63,517+79.3% | $125,391-9.2% |
| Participation rate | 62.5% | 77.0%-14.5pp | 71.0%-8.5pp | 83.2%-20.7pp |
| Annual return | -1.36% | 21.70%-23.1pp | -70.30%+68.9pp | 282.22%-283.6pp |
| Employer contribution / active EE | $702 | $3,601-80.5% | $2,322-69.8% | $4,866-85.6% |
| Participant deferral / active EE | $2,840 | $3,939-27.9% | $2,953-3.8% | $5,352-46.9% |
| Admin fee / account holder | $2,051 | $11,948-82.8% | $5,892-65.2% | $9,540-78.5% |