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 | $70,762 | $44,103+60.4% | $75,826-6.7% | $64,186+10.2% |
| Participation rate | 57.7% | 62.7%-5.0pp | 68.2%-10.5pp | 69.6%-11.8pp |
| Annual return | -7.00% | -4.72%-2.3pp | 1914.15%-1921.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,682 | $1,446+16.4% | $1,913-12.1% | $2,381-29.3% |
| Participant deferral / active EE | $2,925 | $2,204+32.7% | $2,862+2.2% | $3,470-15.7% |
| Admin fee / account holder | $2,795 | $3,506-20.3% | $4,726-40.9% | $4,888-42.8% |