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 | $67,743 | $92,703-26.9% | $82,719-18.1% | $134,475-49.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -11.37% | 944.92%-956.3pp | 701.18%-712.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,237 | $3,274-1.1% | $3,009+7.6% | $4,740-31.7% |
| Participant deferral / active EE | $1,356 | $4,802-71.8% | $4,395-69.1% | $6,400-78.8% |
| Admin fee / account holder | $78,106 | $5,983+1205.6% | $5,329+1365.7% | $11,426+583.6% |