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 | $71,610 | $77,813-8.0% | $123,544-42.0% | $64,186+11.6% |
| Participation rate | 63.1% | 74.7%-11.6pp | 82.3%-19.2pp | 69.6%-6.5pp |
| Annual return | -6.60% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,652 | $3,014-45.2% | $4,628-64.3% | $2,381-30.6% |
| Participant deferral / active EE | $6,954 | $5,240+32.7% | $6,426+8.2% | $3,470+100.4% |
| Admin fee / account holder | $2,984 | $5,519-45.9% | $9,284-67.9% | $4,888-39.0% |