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 | $233,029 | $142,344+63.7% | $119,609+94.8% | $134,475+73.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -13.61% | -12.44%-1.2pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,375 | $5,222-73.7% | $4,232-67.5% | $4,740-71.0% |
| Participant deferral / active EE | $3,497 | $6,469-45.9% | $5,602-37.6% | $6,400-45.4% |
| Admin fee / account holder | $5,562 | $13,584-59.1% | $10,323-46.1% | $11,426-51.3% |