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 | $62,789 | $106,543-41.1% | $91,220-31.2% | $134,475-53.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.75% | 160.60%-179.3pp | 114.01%-132.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,510 | $3,331-24.6% | $2,850-11.9% | $4,740-47.0% |
| Participant deferral / active EE | $1,186 | $4,719-74.9% | $4,234-72.0% | $6,400-81.5% |
| Admin fee / account holder | $7,196 | $6,231+15.5% | $5,420+32.8% | $11,426-37.0% |