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 5-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 | $41,806 | $90,600-53.9% | $79,464-47.4% | $135,375-69.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.41% | 977.43%-980.8pp | 718.14%-721.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,290 | $3,068-25.4% | $2,800-18.2% | $4,779-52.1% |
| Participant deferral / active EE | $5,055 | $4,050+24.8% | $3,704+36.5% | $5,609-9.9% |
| Admin fee / account holder | $4,704 | $5,907-20.4% | $5,113-8.0% | $10,827-56.6% |