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 | $82,199 | $77,813+5.6% | $123,544-33.5% | $64,186+28.1% |
| Participation rate | 57.7% | 74.7%-17.0pp | 82.3%-24.6pp | 69.6%-11.9pp |
| Annual return | -7.48% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,112 | $3,014-29.9% | $4,628-54.4% | $2,381-11.3% |
| Participant deferral / active EE | $3,471 | $5,240-33.8% | $6,426-46.0% | $3,470+0.1% |
| Admin fee / account holder | $2,000 | $5,519-63.8% | $9,284-78.5% | $4,888-59.1% |