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 | $114,280 | $95,193+20.1% | $76,523+49.3% | $135,375-15.6% |
| Participation rate | 46.7% | 74.4%-27.7pp | 68.0%-21.3pp | 82.6%-36.0pp |
| Annual return | -5.17% | 4.85%-10.0pp | -0.27%-4.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,111 | $3,302-66.4% | $2,647-58.0% | $4,779-76.8% |
| Participant deferral / active EE | $3,027 | $4,639-34.8% | $3,835-21.1% | $5,609-46.0% |
| Admin fee / account holder | $9,516 | $6,249+52.3% | $4,848+96.3% | $10,827-12.1% |