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 | $105,860 | $95,862+10.4% | $79,550+33.1% | $134,475-21.3% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -20.10% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,189 | $3,128-62.0% | $2,413-50.7% | $4,740-74.9% |
| Participant deferral / active EE | $5,867 | $4,693+25.0% | $3,985+47.2% | $6,400-8.3% |
| Admin fee / account holder | $6,384 | $9,126-30.0% | $6,832-6.6% | $11,426-44.1% |