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 | $97,806 | $54,350+80.0% | $82,719+18.2% | $68,494+42.8% |
| Participation rate | 55.6% | 63.9%-8.4pp | 72.6%-17.0pp | 67.9%-12.3pp |
| Annual return | -18.51% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,467 | $2,218-33.9% | $3,009-51.3% | $2,596-43.5% |
| Participant deferral / active EE | $2,759 | $3,246-15.0% | $4,395-37.2% | $4,027-31.5% |
| Admin fee / account holder | $2,951 | $4,395-32.9% | $5,329-44.6% | $5,403-45.4% |