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 | $45,992 | $99,640-53.8% | $86,436-46.8% | $134,475-65.8% |
| Participation rate | 43.5% | 82.0%-38.6pp | 80.3%-36.8pp | 81.2%-37.7pp |
| Annual return | -16.38% | 6782.58%-6799.0pp | 4394.89%-4411.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,956 | $4,400-55.5% | $3,769-48.1% | $4,740-58.7% |
| Participant deferral / active EE | $3,359 | $7,246-53.6% | $6,952-51.7% | $6,400-47.5% |
| Admin fee / account holder | $26,695 | $8,371+218.9% | $6,731+296.6% | $11,426+133.6% |