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 | $242,482 | $95,862+152.9% | $79,550+204.8% | $134,475+80.3% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | 0.15% | -2.69%+2.8pp | 0.16%0pp | 417.96%-417.8pp |
| Employer contribution / active EE | $1,195 | $3,128-61.8% | $2,413-50.5% | $4,740-74.8% |
| Participant deferral / active EE | $4,616 | $4,693-1.6% | $3,985+15.8% | $6,400-27.9% |
| Admin fee / account holder | $5,535 | $9,126-39.3% | $6,832-19.0% | $11,426-51.6% |