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 | $131,640 | $57,354+129.5% | $83,848+57.0% | $64,186+105.1% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.2pp | 69.6%-27.6pp |
| Annual return | -4.88% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,196 | $2,545-53.0% | $3,631-67.1% | $2,381-49.8% |
| Participant deferral / active EE | $2,954 | $2,993-1.3% | $4,082-27.6% | $3,470-14.9% |
| Admin fee / account holder | $1,540 | $4,046-61.9% | $5,478-71.9% | $4,888-68.5% |