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 | $142,083 | $171,865-17.3% | $149,718-5.1% | $147,584-3.7% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 18.38% | 2113.22%-2094.8pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,447 | $7,271+16.2% | $6,569+28.6% | $5,439+55.3% |
| Admin fee / account holder | $1,754 | $13,799-87.3% | $11,283-84.5% | $10,885-83.9% |