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 | $143,454 | $32,117+346.7% | $71,086+101.8% | $64,186+123.5% |
| Participation rate | 28.2% | 42.7%-14.5pp | 54.7%-26.4pp | 69.6%-41.3pp |
| Annual return | -4.02% | -5.57%+1.6pp | 650.59%-654.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $534 | $712-25.0% | $1,088-50.9% | $2,381-77.6% |
| Participant deferral / active EE | $1,303 | $1,263+3.2% | $1,874-30.5% | $3,470-62.4% |
| Admin fee / account holder | $26,811 | $2,759+871.7% | $3,082+769.8% | $4,888+448.5% |