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 | $99,173 | $42,894+131.2% | $60,874+62.9% | $68,494+44.8% |
| Participation rate | 60.0% | 66.8%-6.8pp | 73.1%-13.1pp | 67.9%-7.9pp |
| Annual return | -13.56% | -13.98%+0.4pp | 16.90%-30.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,714 | $1,978+37.2% | $2,701+0.5% | $2,596+4.5% |
| Participant deferral / active EE | $3,632 | $2,867+26.7% | $3,817-4.8% | $4,027-9.8% |
| Admin fee / account holder | $2,138 | $3,101-31.0% | $3,224-33.7% | $5,403-60.4% |