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 8-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 | $56,977 | $138,044-58.7% | $125,339-54.5% | $134,475-57.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.00% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,026 | $5,243-4.2% | $4,814+4.4% | $4,740+6.0% |
| Participant deferral / active EE | $13,667 | $7,799+75.2% | $7,446+83.5% | $6,400+113.6% |
| Admin fee / account holder | $933 | $11,571-91.9% | $10,010-90.7% | $11,426-91.8% |