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 | $93,971 | $158,817-40.8% | $121,196-22.5% | $135,375-30.6% |
| Participation rate | 31.8% | 79.3%-47.5pp | 71.7%-39.9pp | 82.6%-50.8pp |
| Annual return | -5.69% | -0.64%-5.1pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,157 | $5,665-61.9% | $4,022-46.4% | $4,779-54.9% |
| Participant deferral / active EE | $4,585 | $4,005+14.5% | $3,344+37.1% | $5,609-18.3% |
| Admin fee / account holder | $974 | $6,512-85.1% | $5,019-80.6% | $10,827-91.0% |