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 | $97,112 | $211,958-54.2% | $169,463-42.7% | $135,375-28.3% |
| Participation rate | 15.0% | 82.6%-67.6pp | 77.8%-62.8pp | 82.6%-67.6pp |
| Annual return | -5.40% | 3.26%-8.7pp | 1.83%-7.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $647 | $5,120-87.4% | $4,159-84.4% | $4,779-86.5% |
| Participant deferral / active EE | $2,325 | $6,075-61.7% | $5,277-55.9% | $5,609-58.5% |
| Admin fee / account holder | $6,289 | $11,471-45.2% | $9,109-31.0% | $10,827-41.9% |