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 | $97,576 | $133,958-27.2% | $112,228-13.1% | $134,475-27.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.29% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,772 | $4,038-56.1% | $3,635-51.2% | $4,740-62.6% |
| Participant deferral / active EE | $6,930 | $5,291+31.0% | $4,728+46.6% | $6,400+8.3% |
| Admin fee / account holder | $1,391 | $7,489-81.4% | $6,410-78.3% | $11,426-87.8% |