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 | $67,214 | $92,703-27.5% | $82,719-18.7% | $134,475-50.0% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -13.73% | 944.92%-958.7pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $511 | $3,274-84.4% | $3,009-83.0% | $4,740-89.2% |
| Participant deferral / active EE | $3,223 | $4,802-32.9% | $4,395-26.7% | $6,400-49.6% |
| Admin fee / account holder | $5,953 | $5,983-0.5% | $5,329+11.7% | $11,426-47.9% |