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 | $41,049 | $152,509-73.1% | $117,472-65.1% | $134,475-69.5% |
| Participation rate | 57.9% | 77.1%-19.2pp | 70.6%-12.7pp | 81.2%-23.3pp |
| Annual return | -17.38% | 52.99%-70.4pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,186 | $5,571-78.7% | $4,176-71.6% | $4,740-75.0% |
| Participant deferral / active EE | $2,726 | $4,818-43.4% | $4,070-33.0% | $6,400-57.4% |
| Admin fee / account holder | $362 | $7,004-94.8% | $5,645-93.6% | $11,426-96.8% |