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 | $114,575 | $167,307-31.5% | $143,757-20.3% | $134,475-14.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -9.06% | 0.46%-9.5pp | -0.04%-9.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,155 | $5,619-61.6% | $4,951-56.5% | $4,740-54.5% |
| Participant deferral / active EE | $5,594 | $6,446-13.2% | $5,637-0.8% | $6,400-12.6% |
| Admin fee / account holder | $750 | $18,088-95.9% | $14,673-94.9% | $11,426-93.4% |