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 | $87,423 | $82,664+5.8% | $125,339-30.3% | $68,494+27.6% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,892 | $3,381-44.0% | $4,814-60.7% | $2,596-27.1% |
| Participant deferral / active EE | $6,432 | $6,110+5.3% | $7,446-13.6% | $4,027+59.7% |
| Admin fee / account holder | $3,232 | $6,275-48.5% | $10,010-67.7% | $5,403-40.2% |