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 | $10,759 | $93,024-88.4% | $77,024-86.0% | $134,475-92.0% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.7pp | 81.2%-18.1pp |
| Annual return | -20.96% | 62.60%-83.6pp | 42.32%-63.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,416 | $3,418-58.6% | $2,812-49.6% | $4,740-70.1% |
| Participant deferral / active EE | $2,201 | $5,238-58.0% | $4,426-50.3% | $6,400-65.6% |
| Admin fee / account holder | $1,594 | $6,944-77.1% | $5,425-70.6% | $11,426-86.1% |