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 | $63,771 | $82,664-22.9% | $125,339-49.1% | $68,494-6.9% |
| Participation rate | 65.9% | 75.0%-9.1pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -12.21% | -5.97%-6.2pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,939 | $3,381+16.5% | $4,814-18.2% | $2,596+51.7% |
| Participant deferral / active EE | $9,978 | $6,110+63.3% | $7,446+34.0% | $4,027+147.8% |
| Admin fee / account holder | $3,775 | $6,275-39.9% | $10,010-62.3% | $5,403-30.1% |