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 | $25,572 | $51,197-50.1% | $82,719-69.1% | $66,914-61.8% |
| Participation rate | 27.5% | 67.8%-40.3pp | 72.6%-45.1pp | 69.8%-42.3pp |
| Annual return | -16.19% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $710 | $2,611-72.8% | $3,009-76.4% | $2,544-72.1% |
| Participant deferral / active EE | $1,416 | $3,458-59.1% | $4,395-67.8% | $4,237-66.6% |
| Admin fee / account holder | $973 | $416+134.3% | $5,329-81.7% | $593+64.1% |