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 | $94,408 | $48,265+95.6% | $68,791+37.2% | $68,494+37.8% |
| Participation rate | 68.0% | 60.7%+7.3pp | 69.0%-1.0pp | 67.9%+0.1pp |
| Annual return | -13.63% | -12.71%-0.9pp | -6.38%-7.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,314 | $1,829+26.5% | $2,655-12.9% | $2,596-10.9% |
| Participant deferral / active EE | $4,241 | $2,867+47.9% | $3,941+7.6% | $4,027+5.3% |
| Admin fee / account holder | $5,233 | $4,355+20.1% | $4,932+6.1% | $5,403-3.1% |