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 7-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 | $90,503 | $95,862-5.6% | $79,550+13.8% | $134,475-32.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.04% | -2.69%-15.4pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,485 | $3,128-52.5% | $2,413-38.5% | $4,740-68.7% |
| Participant deferral / active EE | $10,574 | $4,693+125.3% | $3,985+165.3% | $6,400+65.2% |
| Admin fee / account holder | $5,527 | $9,126-39.4% | $6,832-19.1% | $11,426-51.6% |