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 | $101,682 | $59,805+70.0% | $79,550+27.8% | $68,494+48.5% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.5%-32.0pp | 67.9%-30.4pp |
| Annual return | -11.47% | -12.30%+0.8pp | 0.16%-11.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,235 | $1,505-17.9% | $2,413-48.8% | $2,596-52.4% |
| Participant deferral / active EE | $2,110 | $3,024-30.2% | $3,985-47.1% | $4,027-47.6% |
| Admin fee / account holder | $5,274 | $4,835+9.1% | $6,832-22.8% | $5,403-2.4% |