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 | $117,649 | $150,187-21.7% | $120,354-2.2% | $145,922-19.4% |
| Participation rate | 56.3% | 78.8%-22.5pp | 71.9%-15.7pp | 80.3%-24.0pp |
| Annual return | 9.94% | 154.07%-144.1pp | 107.15%-97.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,476 | $6,173-76.1% | $4,991-70.4% | $6,688-77.9% |
| Admin fee / account holder | $16,968 | $12,207+39.0% | $9,423+80.1% | $13,397+26.7% |