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 | $79,608 | $92,703-14.1% | $82,719-3.8% | $134,475-40.8% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -14.58% | 944.92%-959.5pp | 701.18%-715.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,146 | $3,274-65.0% | $3,009-61.9% | $4,740-75.8% |
| Participant deferral / active EE | $3,247 | $4,802-32.4% | $4,395-26.1% | $6,400-49.3% |
| Admin fee / account holder | $2,575 | $5,983-57.0% | $5,329-51.7% | $11,426-77.5% |