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 | $131,926 | $110,094+19.8% | $151,611-13.0% | $68,494+92.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -17.00% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,004 | $4,471-32.8% | $6,166-51.3% | $2,596+15.7% |
| Participant deferral / active EE | $6,599 | $6,527+1.1% | $8,363-21.1% | $4,027+63.9% |
| Admin fee / account holder | $3,500 | $7,719-54.6% | $11,616-69.9% | $5,403-35.2% |