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 | $49,706 | $138,065-64.0% | $123,544-59.8% | $135,375-63.3% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -1.28% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,940 | $5,151-23.5% | $4,628-14.9% | $4,779-17.6% |
| Participant deferral / active EE | $6,657 | $6,799-2.1% | $6,426+3.6% | $5,609+18.7% |
| Admin fee / account holder | $26,772 | $10,916+145.3% | $9,284+188.4% | $10,827+147.3% |