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 | $91,744 | $106,543-13.9% | $91,220+0.6% | $134,475-31.8% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -14.12% | 160.60%-174.7pp | 114.01%-128.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,335 | $3,331-59.9% | $2,850-53.2% | $4,740-71.8% |
| Participant deferral / active EE | $2,789 | $4,719-40.9% | $4,234-34.1% | $6,400-56.4% |
| Admin fee / account holder | $8,257 | $6,231+32.5% | $5,420+52.4% | $11,426-27.7% |