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 8-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 | $121,663 | $48,265+152.1% | $68,791+76.9% | $68,494+77.6% |
| Participation rate | 55.2% | 60.7%-5.5pp | 69.0%-13.9pp | 67.9%-12.7pp |
| Annual return | -11.57% | -12.71%+1.1pp | -6.38%-5.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,772 | $1,829-3.1% | $2,655-33.3% | $2,596-31.7% |
| Participant deferral / active EE | $3,810 | $2,867+32.9% | $3,941-3.3% | $4,027-5.4% |
| Admin fee / account holder | $6,883 | $4,355+58.0% | $4,932+39.6% | $5,403+27.4% |