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 | $70,406 | $69,518+1.3% | $59,878+17.6% | $135,375-48.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -1.71% | 7.94%-9.7pp | 3.46%-5.2pp | 519.73%-521.4pp |
| Employer contribution / active EE | $12,581 | $3,235+288.9% | $2,722+362.3% | $4,779+163.3% |
| Participant deferral / active EE | $6,290 | $4,206+49.6% | $3,402+84.9% | $5,609+12.2% |
| Admin fee / account holder | $15,518 | $5,734+170.6% | $3,590+332.2% | $10,827+43.3% |