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 7-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 | $212,027 | $95,862+121.2% | $79,550+166.5% | $134,475+57.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -14.97% | -2.69%-12.3pp | 0.16%-15.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $17,676 | $3,128+465.1% | $2,413+632.5% | $4,740+272.9% |
| Participant deferral / active EE | $8,394 | $4,693+78.9% | $3,985+110.6% | $6,400+31.2% |
| Admin fee / account holder | $1,002 | $9,126-89.0% | $6,832-85.3% | $11,426-91.2% |