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 | $17,060 | $104,106-83.6% | $71,086-76.0% | $135,375-87.4% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.7%-10.2pp | 82.6%-38.2pp |
| Annual return | -7.39% | 1256.30%-1263.7pp | 650.59%-658.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $536 | $1,485-63.9% | $1,088-50.7% | $4,779-88.8% |
| Participant deferral / active EE | $1,697 | $2,527-32.8% | $1,874-9.5% | $5,609-69.7% |
| Admin fee / account holder | $2,283 | $4,142-44.9% | $3,082-25.9% | $10,827-78.9% |