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 | $53,773 | $142,344-62.2% | $119,609-55.0% | $134,475-60.0% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -19.08% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,012 | $5,222-61.5% | $4,232-52.5% | $4,740-57.6% |
| Participant deferral / active EE | $4,961 | $6,469-23.3% | $5,602-11.4% | $6,400-22.5% |
| Admin fee / account holder | $4,273 | $13,584-68.5% | $10,323-58.6% | $11,426-62.6% |