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 | $23,685 | $92,703-74.5% | $82,719-71.4% | $134,475-82.4% |
| Participation rate | 47.4% | 75.2%-27.8pp | 72.6%-25.2pp | 81.2%-33.9pp |
| Annual return | -16.70% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $913 | $3,274-72.1% | $3,009-69.7% | $4,740-80.7% |
| Participant deferral / active EE | $1,756 | $4,802-63.4% | $4,395-60.0% | $6,400-72.6% |
| Admin fee / account holder | $6,145 | $5,983+2.7% | $5,329+15.3% | $11,426-46.2% |