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 5-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 | $55,020 | $54,350+1.2% | $82,719-33.5% | $68,494-19.7% |
| Participation rate | 55.6% | 63.9%-8.4pp | 72.6%-17.0pp | 67.9%-12.3pp |
| Annual return | -19.15% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,396 | $2,218-37.1% | $3,009-53.6% | $2,596-46.2% |
| Participant deferral / active EE | $3,474 | $3,246+7.0% | $4,395-21.0% | $4,027-13.7% |
| Admin fee / account holder | $1,252 | $4,395-71.5% | $5,329-76.5% | $5,403-76.8% |