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 | $32,428 | $138,044-76.5% | $125,339-74.1% | $134,475-75.9% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,069 | $5,243-41.5% | $4,814-36.2% | $4,740-35.3% |
| Participant deferral / active EE | $6,949 | $7,799-10.9% | $7,446-6.7% | $6,400+8.6% |
| Admin fee / account holder | $16,606 | $11,571+43.5% | $10,010+65.9% | $11,426+45.3% |