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 | $114,412 | $95,862+19.4% | $79,550+43.8% | $134,475-14.9% |
| Participation rate | 68.2% | 75.0%-6.9pp | 69.5%-1.3pp | 81.2%-13.0pp |
| Annual return | -12.97% | -2.69%-10.3pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,919 | $3,128-6.7% | $2,413+21.0% | $4,740-38.4% |
| Participant deferral / active EE | $5,637 | $4,693+20.1% | $3,985+41.5% | $6,400-11.9% |
| Admin fee / account holder | $3,259 | $9,126-64.3% | $6,832-52.3% | $11,426-71.5% |