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 | $97,449 | $138,044-29.4% | $125,339-22.3% | $134,475-27.5% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -16.77% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,683 | $5,243-67.9% | $4,814-65.0% | $4,740-64.5% |
| Participant deferral / active EE | $3,530 | $7,799-54.7% | $7,446-52.6% | $6,400-44.8% |
| Admin fee / account holder | $2,631 | $11,571-77.3% | $10,010-73.7% | $11,426-77.0% |