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 7-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 | $102,486 | $82,664+24.0% | $125,339-18.2% | $68,494+49.6% |
| Participation rate | 46.7% | 75.0%-28.4pp | 82.4%-35.7pp | 67.9%-21.2pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,933 | $6,110-52.0% | $7,446-60.6% | $4,027-27.2% |
| Admin fee / account holder | $10,240 | $6,275+63.2% | $10,010+2.3% | $5,403+89.5% |