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 6-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 | $68,821 | $129,942-47.0% | $104,294-34.0% | $134,475-48.8% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -15.51% | 42.03%-57.5pp | 24.61%-40.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,346 | $4,184-43.9% | $3,372-30.4% | $4,740-50.5% |
| Participant deferral / active EE | $3,776 | $5,588-32.4% | $4,625-18.3% | $6,400-41.0% |
| Admin fee / account holder | $948 | $9,323-89.8% | $7,339-87.1% | $11,426-91.7% |