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 | $47,243 | $48,274-2.1% | $63,517-25.6% | $59,632-20.8% |
| Participation rate | 63.2% | 66.3%-3.2pp | 71.0%-7.9pp | 68.7%-5.5pp |
| Annual return | 0.99% | -240.79%+241.8pp | -70.30%+71.3pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $906 | $1,586-42.9% | $2,322-61.0% | $2,203-58.8% |
| Participant deferral / active EE | $1,371 | $2,343-41.5% | $2,953-53.6% | $3,192-57.0% |
| Admin fee / account holder | $377 | $3,600-89.5% | $5,892-93.6% | $4,297-91.2% |