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 | $113,819 | $77,813+46.3% | $123,544-7.9% | $64,186+77.3% |
| Participation rate | 53.3% | 74.7%-21.4pp | 82.3%-29.0pp | 69.6%-16.2pp |
| Annual return | -7.41% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,824 | $3,014-6.3% | $4,628-39.0% | $2,381+18.6% |
| Participant deferral / active EE | $8,558 | $5,240+63.3% | $6,426+33.2% | $3,470+146.6% |
| Admin fee / account holder | $7,460 | $5,519+35.2% | $9,284-19.6% | $4,888+52.6% |