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 | $126,832 | $93,024+36.3% | $77,024+64.7% | $134,475-5.7% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -17.91% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $587 | $3,418-82.8% | $2,812-79.1% | $4,740-87.6% |
| Participant deferral / active EE | $2,011 | $5,238-61.6% | $4,426-54.6% | $6,400-68.6% |
| Admin fee / account holder | $5,844 | $6,944-15.8% | $5,425+7.7% | $11,426-48.9% |