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 | $64,395 | $97,757-34.1% | $83,848-23.2% | $135,375-52.4% |
| Participation rate | 47.4% | 80.0%-32.6pp | 76.1%-28.8pp | 82.6%-35.3pp |
| Annual return | -7.72% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $985 | $4,222-76.7% | $3,631-72.9% | $4,779-79.4% |
| Participant deferral / active EE | $1,966 | $4,682-58.0% | $4,082-51.8% | $5,609-64.9% |
| Admin fee / account holder | $337 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |