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 | $86,147 | $50,958+69.1% | $74,550+15.6% | $64,186+34.2% |
| Participation rate | 54.6% | 61.1%-6.4pp | 69.1%-14.5pp | 69.6%-14.9pp |
| Annual return | -6.76% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $844 | $1,115-24.3% | $1,961-57.0% | $2,381-64.6% |
| Participant deferral / active EE | $3,595 | $2,301+56.2% | $3,108+15.7% | $3,470+3.6% |
| Admin fee / account holder | $7,174 | $4,223+69.9% | $5,060+41.8% | $4,888+46.8% |