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 | $120,039 | $87,540+37.1% | $75,781+58.4% | $125,391-4.3% |
| Participation rate | 43.5% | 80.2%-36.7pp | 75.8%-32.3pp | 83.2%-39.7pp |
| Annual return | -3.25% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $755 | $3,930-80.8% | $3,323-77.3% | $4,866-84.5% |
| Participant deferral / active EE | $2,301 | $4,229-45.6% | $3,651-37.0% | $5,352-57.0% |
| Admin fee / account holder | $416 | $6,502-93.6% | $5,299-92.1% | $9,540-95.6% |