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 | $90,660 | $82,664+9.7% | $125,339-27.7% | $68,494+32.4% |
| Participation rate | 25.7% | 75.0%-49.3pp | 82.4%-56.7pp | 67.9%-42.2pp |
| Annual return | -19.14% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,279 | $3,381-62.2% | $4,814-73.4% | $2,596-50.7% |
| Participant deferral / active EE | $3,269 | $6,110-46.5% | $7,446-56.1% | $4,027-18.8% |
| Admin fee / account holder | $2,775 | $6,275-55.8% | $10,010-72.3% | $5,403-48.6% |