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 | $150,757 | $73,867+104.1% | $143,757+4.9% | $68,494+120.1% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -14.54% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,178 | $3,184-31.6% | $4,951-56.0% | $2,596-16.1% |
| Participant deferral / active EE | $4,097 | $3,384+21.1% | $5,637-27.3% | $4,027+1.7% |
| Admin fee / account holder | $14,933 | $5,755+159.5% | $14,673+1.8% | $5,403+176.4% |