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 | $173,119 | $73,004+137.1% | $90,749+90.8% | $68,494+152.7% |
| Participation rate | 68.0% | 70.8%-2.8pp | 75.7%-7.7pp | 67.9%+0.1pp |
| Annual return | -12.01% | -13.81%+1.8pp | -12.16%+0.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $883 | $2,193-59.7% | $2,921-69.8% | $2,596-66.0% |
| Participant deferral / active EE | $1,702 | $3,627-53.1% | $4,564-62.7% | $4,027-57.7% |
| Admin fee / account holder | $362 | $5,896-93.9% | $8,445-95.7% | $5,403-93.3% |