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 | $16,556 | $138,044-88.0% | $125,339-86.8% | $134,475-87.7% |
| Participation rate | 69.6% | 84.5%-14.9pp | 82.4%-12.8pp | 81.2%-11.7pp |
| Annual return | -10.34% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,450 | $5,243-53.3% | $4,814-49.1% | $4,740-48.3% |
| Participant deferral / active EE | $3,253 | $7,799-58.3% | $7,446-56.3% | $6,400-49.2% |
| Admin fee / account holder | $856 | $11,571-92.6% | $10,010-91.4% | $11,426-92.5% |