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 | $121,573 | $82,664+47.1% | $125,339-3.0% | $68,494+77.5% |
| Participation rate | 25.9% | 75.0%-49.1pp | 82.4%-56.4pp | 67.9%-42.0pp |
| Annual return | -3.96% | -5.97%+2.0pp | 572.05%-576.0pp | -7.84%+3.9pp |
| Employer contribution / active EE | $1,311 | $3,381-61.2% | $4,814-72.8% | $2,596-49.5% |
| Participant deferral / active EE | $2,826 | $6,110-53.8% | $7,446-62.0% | $4,027-29.8% |
| Admin fee / account holder | $1,617 | $6,275-74.2% | $10,010-83.9% | $5,403-70.1% |