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 | $39,820 | $97,757-59.3% | $83,848-52.5% | $135,375-70.6% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -6.74% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,527 | $4,222-63.8% | $3,631-58.0% | $4,779-68.1% |
| Participant deferral / active EE | $5,586 | $4,682+19.3% | $4,082+36.8% | $5,609-0.4% |
| Admin fee / account holder | $1,733 | $6,674-74.0% | $5,478-68.4% | $10,827-84.0% |