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 | $109,450 | $54,350+101.4% | $82,719+32.3% | $68,494+59.8% |
| Participation rate | 60.9% | 63.9%-3.0pp | 72.6%-11.7pp | 67.9%-7.0pp |
| Annual return | -17.49% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,531 | $2,218+14.1% | $3,009-15.9% | $2,596-2.5% |
| Participant deferral / active EE | $6,572 | $3,246+102.5% | $4,395+49.5% | $4,027+63.2% |
| Admin fee / account holder | $22,916 | $4,395+421.4% | $5,329+330.0% | $5,403+324.2% |