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 | $63,198 | $59,805+5.7% | $79,550-20.6% | $68,494-7.7% |
| Participation rate | 56.6% | 61.1%-4.5pp | 69.5%-12.9pp | 67.9%-11.3pp |
| Annual return | -18.13% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $821 | $1,505-45.4% | $2,413-66.0% | $2,596-68.4% |
| Participant deferral / active EE | $3,344 | $3,024+10.6% | $3,985-16.1% | $4,027-17.0% |
| Admin fee / account holder | $3,199 | $4,835-33.8% | $6,832-53.2% | $5,403-40.8% |