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 | $121,840 | $133,958-9.0% | $112,228+8.6% | $134,475-9.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -15.21% | 47.11%-62.3pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,062 | $4,038-73.7% | $3,635-70.8% | $4,740-77.6% |
| Participant deferral / active EE | $2,137 | $5,291-59.6% | $4,728-54.8% | $6,400-66.6% |
| Admin fee / account holder | $530 | $7,489-92.9% | $6,410-91.7% | $11,426-95.4% |