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 | $248,127 | $93,024+166.7% | $77,024+222.1% | $134,475+84.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -13.24% | 62.60%-75.8pp | 42.32%-55.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,147 | $3,418-66.5% | $2,812-59.2% | $4,740-75.8% |
| Participant deferral / active EE | $9,000 | $5,238+71.8% | $4,426+103.3% | $6,400+40.6% |
| Admin fee / account holder | $22,344 | $6,944+221.8% | $5,425+311.8% | $11,426+95.6% |