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 | $22,806 | $82,664-72.4% | $125,339-81.8% | $68,494-66.7% |
| Participation rate | 58.1% | 75.0%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,608 | $3,381-22.9% | $4,814-45.8% | $2,596+0.4% |
| Participant deferral / active EE | $5,715 | $6,110-6.5% | $7,446-23.2% | $4,027+41.9% |
| Admin fee / account holder | $3,878 | $6,275-38.2% | $10,010-61.3% | $5,403-28.2% |