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 | $165,814 | $57,354+189.1% | $83,848+97.8% | $64,186+158.3% |
| Participation rate | 69.6% | 68.6%+1.0pp | 76.1%-6.6pp | 69.6%0pp |
| Annual return | -3.16% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,666 | $2,993+122.7% | $4,082+63.3% | $3,470+92.1% |
| Admin fee / account holder | $876 | $4,046-78.3% | $5,478-84.0% | $4,888-82.1% |