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 | $154,893 | $84,402+83.5% | $61,373+152.4% | $134,475+15.2% |
| Participation rate | 61.9% | 62.2%-0.3pp | 52.6%+9.3pp | 81.2%-19.3pp |
| Annual return | -15.56% | 584.55%-600.1pp | 338.61%-354.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $464 | $1,544-69.9% | $1,159-59.9% | $4,740-90.2% |
| Participant deferral / active EE | $4,500 | $2,819+59.6% | $2,125+111.8% | $6,400-29.7% |
| Admin fee / account holder | $725 | $2,585-71.9% | $2,130-65.9% | $11,426-93.7% |