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 | $64,633 | $57,354+12.7% | $83,848-22.9% | $64,186+0.7% |
| Participation rate | 58.1% | 68.6%-10.5pp | 76.1%-18.0pp | 69.6%-11.4pp |
| Annual return | -4.81% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,235 | $2,545-51.5% | $3,631-66.0% | $2,381-48.1% |
| Participant deferral / active EE | $3,159 | $2,993+5.5% | $4,082-22.6% | $3,470-9.0% |
| Admin fee / account holder | $1,063 | $4,046-73.7% | $5,478-80.6% | $4,888-78.3% |