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 | $36,638 | $58,208-37.1% | $81,812-55.2% | $80,856-54.7% |
| Participation rate | 41.2% | 63.4%-22.2pp | 72.3%-31.2pp | 67.6%-26.5pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,602 | $2,340-31.5% | $2,912-45.0% | $2,755-41.9% |
| Participant deferral / active EE | $2,348 | $3,281-28.4% | $4,319-45.6% | $4,296-45.3% |
| Admin fee / account holder | $11,079 | $4,981+122.4% | $7,386+50.0% | $6,918+60.1% |