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 | $158,026 | $84,402+87.2% | $61,373+157.5% | $134,475+17.5% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.11% | 584.55%-602.7pp | 338.61%-356.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $591 | $1,544-61.7% | $1,159-49.0% | $4,740-87.5% |
| Participant deferral / active EE | $4,500 | $2,819+59.6% | $2,125+111.8% | $6,400-29.7% |
| Admin fee / account holder | $68,905 | $2,585+2565.4% | $2,130+3135.4% | $11,426+503.1% |