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 | $69,001 | $180,449-61.8% | $154,107-55.2% | $135,375-49.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.62% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,366 | $6,035-27.7% | $5,298-17.6% | $4,779-8.6% |
| Participant deferral / active EE | $7,388 | $5,806+27.2% | $5,081+45.4% | $5,609+31.7% |
| Admin fee / account holder | $910 | $16,143-94.4% | $13,411-93.2% | $10,827-91.6% |