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 | $83,435 | $46,674+78.8% | $117,472-29.0% | $68,494+21.8% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -13.67% | -14.52%+0.9pp | 29.74%-43.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,011 | $1,505+33.7% | $4,176-51.8% | $2,596-22.5% |
| Participant deferral / active EE | $3,581 | $2,636+35.8% | $4,070-12.0% | $4,027-11.1% |
| Admin fee / account holder | $1,949 | $4,020-51.5% | $5,645-65.5% | $5,403-63.9% |