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 | $60,455 | $57,354+5.4% | $83,848-27.9% | $64,186-5.8% |
| Participation rate | 54.3% | 68.6%-14.3pp | 76.1%-21.8pp | 69.6%-15.2pp |
| Annual return | -5.02% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $719 | $2,545-71.8% | $3,631-80.2% | $2,381-69.8% |
| Participant deferral / active EE | $1,709 | $2,993-42.9% | $4,082-58.1% | $3,470-50.7% |
| Admin fee / account holder | $2,630 | $4,046-35.0% | $5,478-52.0% | $4,888-46.2% |