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 | $136,717 | $92,703+47.5% | $82,719+65.3% | $134,475+1.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.08% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,923 | $3,274+19.8% | $3,009+30.4% | $4,740-17.2% |
| Participant deferral / active EE | $7,571 | $4,802+57.7% | $4,395+72.3% | $6,400+18.3% |
| Admin fee / account holder | $1,438 | $5,983-76.0% | $5,329-73.0% | $11,426-87.4% |