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 | $66,696 | $82,664-19.3% | $125,339-46.8% | $68,494-2.6% |
| Participation rate | 60.6% | 75.0%-14.5pp | 82.4%-21.8pp | 67.9%-7.3pp |
| Annual return | -16.81% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,454 | $3,381-57.0% | $4,814-69.8% | $2,596-44.0% |
| Participant deferral / active EE | $2,978 | $6,110-51.3% | $7,446-60.0% | $4,027-26.0% |
| Admin fee / account holder | $2,842 | $6,275-54.7% | $10,010-71.6% | $5,403-47.4% |