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 | $49,916 | $54,350-8.2% | $82,719-39.7% | $68,494-27.1% |
| Participation rate | 69.9% | 63.9%+5.9pp | 72.6%-2.7pp | 67.9%+2.0pp |
| Annual return | -17.82% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,916 | $2,218-13.6% | $3,009-36.3% | $2,596-26.2% |
| Participant deferral / active EE | $3,398 | $3,246+4.7% | $4,395-22.7% | $4,027-15.6% |
| Admin fee / account holder | $3,487 | $4,395-20.7% | $5,329-34.6% | $5,403-35.5% |