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 | $48,578 | $54,350-10.6% | $82,719-41.3% | $68,494-29.1% |
| Participation rate | 40.3% | 63.9%-23.7pp | 72.6%-32.3pp | 67.9%-27.6pp |
| Annual return | -17.66% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $606 | $2,218-72.7% | $3,009-79.9% | $2,596-76.7% |
| Participant deferral / active EE | $1,580 | $3,246-51.3% | $4,395-64.0% | $4,027-60.8% |
| Admin fee / account holder | $389 | $4,395-91.1% | $5,329-92.7% | $5,403-92.8% |