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 | $102,972 | $91,911+12.0% | $68,793+49.7% | $135,375-23.9% |
| Participation rate | 63.6% | 76.7%-13.1pp | 72.2%-8.6pp | 82.6%-19.0pp |
| Annual return | -0.82% | -8.22%+7.4pp | -4.63%+3.8pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,271 | $3,924-67.6% | $2,625-51.6% | $4,779-73.4% |
| Participant deferral / active EE | $2,481 | $4,315-42.5% | $3,311-25.1% | $5,609-55.8% |
| Admin fee / account holder | $4,766 | $9,240-48.4% | $5,131-7.1% | $10,827-56.0% |