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 8-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 | $80,889 | $59,805+35.3% | $79,550+1.7% | $68,494+18.1% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.5%-11.4pp | 67.9%-9.8pp |
| Annual return | -14.28% | -12.30%-2.0pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,058 | $1,505+36.7% | $2,413-14.7% | $2,596-20.8% |
| Participant deferral / active EE | $3,824 | $3,024+26.4% | $3,985-4.1% | $4,027-5.1% |
| Admin fee / account holder | $4,279 | $4,835-11.5% | $6,832-37.4% | $5,403-20.8% |