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 | $135,033 | $82,664+63.4% | $125,339+7.7% | $68,494+97.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,206 | $3,381+24.4% | $4,814-12.6% | $2,596+62.0% |
| Participant deferral / active EE | $10,371 | $6,110+69.7% | $7,446+39.3% | $4,027+157.5% |
| Admin fee / account holder | $7,270 | $6,275+15.8% | $10,010-27.4% | $5,403+34.6% |