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 7-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 | $13,412 | $84,402-84.1% | $61,373-78.1% | $134,475-90.0% |
| Participation rate | 65.0% | 62.2%+2.8pp | 52.6%+12.4pp | 81.2%-16.2pp |
| Annual return | -18.92% | 584.55%-603.5pp | 338.61%-357.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,383 | $1,544-10.5% | $1,159+19.2% | $4,740-70.8% |
| Participant deferral / active EE | $1,767 | $2,819-37.3% | $2,125-16.8% | $6,400-72.4% |
| Admin fee / account holder | $1,292 | $2,585-50.0% | $2,130-39.4% | $11,426-88.7% |