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 8-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 | $63,722 | $100,754-36.8% | $86,677-26.5% | $134,475-52.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -10.23% | 29.04%-39.3pp | 35.91%-46.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,303 | $3,489-62.6% | $2,836-54.0% | $4,740-72.5% |
| Participant deferral / active EE | $9,802 | $5,338+83.6% | $4,656+110.5% | $6,400+53.2% |
| Admin fee / account holder | $800 | $10,926-92.7% | $7,493-89.3% | $11,426-93.0% |