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 | $110,871 | $82,664+34.1% | $125,339-11.5% | $68,494+61.9% |
| Participation rate | 57.4% | 75.0%-17.7pp | 82.4%-25.0pp | 67.9%-10.5pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,899 | $3,381-14.3% | $4,814-39.8% | $2,596+11.6% |
| Participant deferral / active EE | $8,168 | $6,110+33.7% | $7,446+9.7% | $4,027+102.8% |
| Admin fee / account holder | $9,606 | $6,275+53.1% | $10,010-4.0% | $5,403+77.8% |