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 | $79,386 | $54,350+46.1% | $82,719-4.0% | $68,494+15.9% |
| Participation rate | 60.7% | 63.9%-3.2pp | 72.6%-11.8pp | 67.9%-7.2pp |
| Annual return | -15.18% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,860 | $2,218-16.1% | $3,009-38.2% | $2,596-28.3% |
| Participant deferral / active EE | $6,761 | $3,246+108.3% | $4,395+53.8% | $4,027+67.9% |
| Admin fee / account holder | $36,946 | $4,395+740.6% | $5,329+593.3% | $5,403+583.8% |