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 9-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 | $216,648 | $106,543+103.3% | $91,220+137.5% | $134,475+61.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -19.93% | 160.60%-180.5pp | 114.01%-133.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,974 | $3,331-40.7% | $2,850-30.7% | $4,740-58.4% |
| Participant deferral / active EE | $7,295 | $4,719+54.6% | $4,234+72.3% | $6,400+14.0% |
| Admin fee / account holder | $772 | $6,231-87.6% | $5,420-85.8% | $11,426-93.2% |