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 | $131,026 | $135,635-3.4% | $110,238+18.9% | $135,375-3.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -7.21% | 513.19%-520.4pp | 314.74%-322.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,326 | $4,906-52.6% | $3,826-39.2% | $4,779-51.3% |
| Participant deferral / active EE | $5,489 | $5,506-0.3% | $4,672+17.5% | $5,609-2.1% |
| Admin fee / account holder | $372 | $11,457-96.7% | $8,547-95.6% | $10,827-96.6% |