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 | $112,393 | $97,757+15.0% | $83,848+34.0% | $135,375-17.0% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -6.89% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $897 | $4,222-78.8% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $3,801 | $4,682-18.8% | $4,082-6.9% | $5,609-32.2% |
| Admin fee / account holder | $5,987 | $6,674-10.3% | $5,478+9.3% | $10,827-44.7% |