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 | $72,481 | $57,354+26.4% | $83,848-13.6% | $64,186+12.9% |
| Participation rate | 63.0% | 68.6%-5.6pp | 76.1%-13.2pp | 69.6%-6.6pp |
| Annual return | -5.15% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,335 | $2,545-47.6% | $3,631-63.2% | $2,381-43.9% |
| Participant deferral / active EE | $3,065 | $2,993+2.4% | $4,082-24.9% | $3,470-11.7% |
| Admin fee / account holder | $935 | $4,046-76.9% | $5,478-82.9% | $4,888-80.9% |