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 | $36,928 | $152,509-75.8% | $117,472-68.6% | $134,475-72.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.22% | 52.99%-68.2pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,302 | $5,571-76.6% | $4,176-68.8% | $4,740-72.5% |
| Participant deferral / active EE | $3,862 | $4,818-19.8% | $4,070-5.1% | $6,400-39.7% |
| Admin fee / account holder | $5,754 | $7,004-17.8% | $5,645+1.9% | $11,426-49.6% |