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 | $242,400 | $158,817+52.6% | $121,196+100.0% | $135,375+79.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -5.23% | -0.64%-4.6pp | 16.93%-22.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $853 | $4,005-78.7% | $3,344-74.5% | $5,609-84.8% |
| Admin fee / account holder | $16,920 | $6,512+159.8% | $5,019+237.1% | $10,827+56.3% |