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 | $68,987 | $133,958-48.5% | $112,228-38.5% | $134,475-48.7% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,048 | $4,038-24.5% | $3,635-16.2% | $4,740-35.7% |
| Participant deferral / active EE | $10,055 | $5,291+90.0% | $4,728+112.7% | $6,400+57.1% |
| Admin fee / account holder | $745 | $7,489-90.1% | $6,410-88.4% | $11,426-93.5% |