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 | $186,383 | $92,703+101.1% | $82,719+125.3% | $134,475+38.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -13.05% | 944.92%-958.0pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,587 | $3,274-51.5% | $3,009-47.3% | $4,740-66.5% |
| Participant deferral / active EE | $2,324 | $4,802-51.6% | $4,395-47.1% | $6,400-63.7% |
| Admin fee / account holder | $8,352 | $5,983+39.6% | $5,329+56.7% | $11,426-26.9% |