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 | $102,383 | $93,024+10.1% | $77,024+32.9% | $134,475-23.9% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -16.31% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,601 | $3,418-53.1% | $2,812-43.1% | $4,740-66.2% |
| Participant deferral / active EE | $3,841 | $5,238-26.7% | $4,426-13.2% | $6,400-40.0% |
| Admin fee / account holder | $1,247 | $6,944-82.0% | $5,425-77.0% | $11,426-89.1% |