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 | $91,002 | $82,664+10.1% | $125,339-27.4% | $68,494+32.9% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -14.40% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,236 | $3,381-4.3% | $4,814-32.8% | $2,596+24.6% |
| Participant deferral / active EE | $8,299 | $6,110+35.8% | $7,446+11.5% | $4,027+106.1% |
| Admin fee / account holder | $4,647 | $6,275-25.9% | $10,010-53.6% | $5,403-14.0% |