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 | $66,266 | $56,357+17.6% | $104,294-36.5% | $68,494-3.3% |
| Participation rate | 45.8% | 63.3%-17.4pp | 73.3%-27.4pp | 67.9%-22.1pp |
| Annual return | -18.97% | -9.19%-9.8pp | 24.61%-43.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,160 | $1,960-40.8% | $3,372-65.6% | $2,596-55.3% |
| Participant deferral / active EE | $2,555 | $3,077-17.0% | $4,625-44.8% | $4,027-36.6% |
| Admin fee / account holder | $6,923 | $4,903+41.2% | $7,339-5.7% | $5,403+28.1% |