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 | $137,955 | $71,883+91.9% | $86,677+59.2% | $68,494+101.4% |
| Participation rate | 63.8% | 72.2%-8.5pp | 76.6%-12.8pp | 67.9%-4.1pp |
| Annual return | -18.14% | 3.52%-21.7pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,316 | $2,173-39.5% | $2,836-53.6% | $2,596-49.3% |
| Participant deferral / active EE | $4,215 | $3,779+11.6% | $4,656-9.5% | $4,027+4.7% |
| Admin fee / account holder | $2,054 | $6,112-66.4% | $7,493-72.6% | $5,403-62.0% |