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 | $14,838 | $152,509-90.3% | $117,472-87.4% | $134,475-89.0% |
| Participation rate | 29.2% | 77.1%-47.9pp | 70.6%-41.4pp | 81.2%-52.1pp |
| Annual return | -18.97% | 52.99%-72.0pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $605 | $4,818-87.4% | $4,070-85.1% | $6,400-90.5% |
| Admin fee / account holder | $1,812 | $7,004-74.1% | $5,645-67.9% | $11,426-84.1% |