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 6-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 | $66,575 | $64,707+2.9% | $112,228-40.7% | $68,494-2.8% |
| Participation rate | 54.8% | 67.2%-12.3pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -16.81% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,278 | $2,746+92.2% | $3,635+45.2% | $2,596+103.3% |
| Participant deferral / active EE | $6,462 | $3,565+81.3% | $4,728+36.7% | $4,027+60.5% |
| Admin fee / account holder | $4,456 | $5,232-14.8% | $6,410-30.5% | $5,403-17.5% |