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 | $92,427 | $100,852-8.4% | $90,404+2.2% | $158,922-41.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 9.75% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,356 | $3,689-63.2% | $3,262-58.4% | $4,761-71.5% |
| Participant deferral / active EE | $6,128 | $4,348+40.9% | $3,963+54.6% | $5,982+2.4% |
| Admin fee / account holder | $1,081 | $6,501-83.4% | $5,611-80.7% | $11,246-90.4% |