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 | $95,242 | $27,641+244.6% | $61,373+55.2% | $68,494+39.1% |
| Participation rate | 22.7% | 39.5%-16.8pp | 52.6%-29.9pp | 67.9%-45.2pp |
| Annual return | -17.21% | -13.24%-4.0pp | 338.61%-355.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $632 | $695-9.1% | $1,159-45.5% | $2,596-75.7% |
| Participant deferral / active EE | $1,609 | $1,263+27.4% | $2,125-24.3% | $4,027-60.0% |
| Admin fee / account holder | $5,039 | $2,010+150.7% | $2,130+136.6% | $5,403-6.7% |