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 | $93,126 | $82,664+12.7% | $125,339-25.7% | $68,494+36.0% |
| Participation rate | 45.1% | 75.0%-29.9pp | 82.4%-37.3pp | 67.9%-22.8pp |
| Annual return | -15.78% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,172 | $3,381-65.3% | $4,814-75.6% | $2,596-54.8% |
| Participant deferral / active EE | $2,895 | $6,110-52.6% | $7,446-61.1% | $4,027-28.1% |
| Admin fee / account holder | $7,234 | $6,275+15.3% | $10,010-27.7% | $5,403+33.9% |