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 | $94,736 | $105,860-10.5% | $90,749+4.4% | $134,475-29.6% |
| Participation rate | 35.0% | 78.2%-43.2pp | 75.7%-40.7pp | 81.2%-46.2pp |
| Annual return | -17.05% | -11.01%-6.0pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $964 | $3,462-72.2% | $2,921-67.0% | $4,740-79.7% |
| Participant deferral / active EE | $1,789 | $5,216-65.7% | $4,564-60.8% | $6,400-72.0% |
| Admin fee / account holder | $1,939 | $13,938-86.1% | $8,445-77.0% | $11,426-83.0% |