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 | $30,407 | $92,703-67.2% | $82,719-63.2% | $134,475-77.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -15.37% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $690 | $3,274-78.9% | $3,009-77.1% | $4,740-85.4% |
| Participant deferral / active EE | $1,697 | $4,802-64.7% | $4,395-61.4% | $6,400-73.5% |
| Admin fee / account holder | $8,228 | $5,983+37.5% | $5,329+54.4% | $11,426-28.0% |