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 | $74,893 | $61,660+21.5% | $80,019-6.4% | $64,186+16.7% |
| Participation rate | 62.9% | 71.7%-8.8pp | 75.8%-13.0pp | 69.6%-6.7pp |
| Annual return | -6.03% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,322 | $1,810-27.0% | $2,468-46.4% | $2,381-44.5% |
| Participant deferral / active EE | $1,836 | $2,968-38.1% | $3,686-50.2% | $3,470-47.1% |
| Admin fee / account holder | $5,378 | $5,417-0.7% | $6,521-17.5% | $4,888+10.0% |