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 | $178,734 | $129,942+37.5% | $104,294+71.4% | $134,475+32.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -17.91% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,805 | $4,184-56.9% | $3,372-46.5% | $4,740-61.9% |
| Participant deferral / active EE | $5,478 | $5,588-2.0% | $4,625+18.4% | $6,400-14.4% |
| Admin fee / account holder | $1,610 | $9,323-82.7% | $7,339-78.1% | $11,426-85.9% |