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 9-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 | $83,127 | $73,004+13.9% | $90,749-8.4% | $68,494+21.4% |
| Participation rate | 39.1% | 70.8%-31.7pp | 75.7%-36.6pp | 67.9%-28.8pp |
| Annual return | -15.32% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,112 | $2,193-49.3% | $2,921-61.9% | $2,596-57.2% |
| Participant deferral / active EE | $2,029 | $3,627-44.1% | $4,564-55.5% | $4,027-49.6% |
| Admin fee / account holder | $2,922 | $5,896-50.4% | $8,445-65.4% | $5,403-45.9% |