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 | $78,163 | $104,106-24.9% | $71,086+10.0% | $135,375-42.3% |
| Participation rate | 10.0% | 65.7%-55.7pp | 54.7%-44.7pp | 82.6%-72.6pp |
| Annual return | -11.03% | 1256.30%-1267.3pp | 650.59%-661.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $608 | $1,485-59.1% | $1,088-44.1% | $4,779-87.3% |
| Participant deferral / active EE | $1,375 | $2,527-45.6% | $1,874-26.6% | $5,609-75.5% |
| Admin fee / account holder | $668 | $4,142-83.9% | $3,082-78.3% | $10,827-93.8% |