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 | $45,111 | $45,152-0.1% | $73,843-38.9% | $59,632-24.4% |
| Participation rate | 64.7% | 64.0%+0.7pp | 73.4%-8.7pp | 68.7%-4.0pp |
| Annual return | -0.01% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $382 | $1,902-79.9% | $2,787-86.3% | $2,203-82.7% |
| Participant deferral / active EE | $2,397 | $2,574-6.9% | $3,583-33.1% | $3,192-24.9% |
| Admin fee / account holder | $9,707 | $3,516+176.1% | $4,880+98.9% | $4,297+125.9% |