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 | $105,122 | $92,703+13.4% | $82,719+27.1% | $134,475-21.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -17.45% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,088 | $3,274+24.9% | $3,009+35.9% | $4,740-13.8% |
| Participant deferral / active EE | $14,732 | $4,802+206.8% | $4,395+235.2% | $6,400+130.2% |
| Admin fee / account holder | $701 | $5,983-88.3% | $5,329-86.8% | $11,426-93.9% |