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 | $139,420 | $95,862+45.4% | $79,550+75.3% | $134,475+3.7% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -10.42% | -2.69%-7.7pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $578 | $3,128-81.5% | $2,413-76.1% | $4,740-87.8% |
| Participant deferral / active EE | $2,056 | $4,693-56.2% | $3,985-48.4% | $6,400-67.9% |
| Admin fee / account holder | $2,546 | $9,126-72.1% | $6,832-62.7% | $11,426-77.7% |