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 | $142,684 | $93,024+53.4% | $77,024+85.2% | $134,475+6.1% |
| Participation rate | 29.4% | 74.5%-45.1pp | 67.9%-38.5pp | 81.2%-51.8pp |
| Annual return | -19.35% | 62.60%-81.9pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,199 | $3,418-64.9% | $2,812-57.4% | $4,740-74.7% |
| Participant deferral / active EE | $2,628 | $5,238-49.8% | $4,426-40.6% | $6,400-58.9% |
| Admin fee / account holder | $1,899 | $6,944-72.7% | $5,425-65.0% | $11,426-83.4% |