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 | $47,958 | $101,283-52.6% | $75,826-36.8% | $135,375-64.6% |
| Participation rate | 60.0% | 72.7%-12.7pp | 68.2%-8.2pp | 82.6%-22.6pp |
| Annual return | -9.13% | 3384.62%-3393.7pp | 1914.15%-1923.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,474 | $2,382+45.8% | $1,913+81.6% | $4,779-27.3% |
| Participant deferral / active EE | $6,954 | $3,469+100.5% | $2,862+142.9% | $5,609+24.0% |
| Admin fee / account holder | $2,108 | $6,539-67.8% | $4,726-55.4% | $10,827-80.5% |