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 | $56,842 | $84,695-32.9% | $73,843-23.0% | $125,391-54.7% |
| Participation rate | 68.8% | 76.8%-8.0pp | 73.4%-4.7pp | 83.2%-14.4pp |
| Annual return | -0.45% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,129 | $3,123-31.8% | $2,787-23.6% | $4,866-56.3% |
| Participant deferral / active EE | $4,074 | $3,992+2.0% | $3,583+13.7% | $5,352-23.9% |
| Admin fee / account holder | $18,187 | $5,691+219.6% | $4,880+272.7% | $9,540+90.6% |