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 | $68,212 | $57,354+18.9% | $83,848-18.6% | $64,186+6.3% |
| Participation rate | 47.6% | 68.6%-21.0pp | 76.1%-28.5pp | 69.6%-21.9pp |
| Annual return | -7.76% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $926 | $2,545-63.6% | $3,631-74.5% | $2,381-61.1% |
| Participant deferral / active EE | $1,915 | $2,993-36.0% | $4,082-53.1% | $3,470-44.8% |
| Admin fee / account holder | $7,753 | $4,046+91.6% | $5,478+41.5% | $4,888+58.6% |