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 | $140,040 | $138,065+1.4% | $123,544+13.4% | $135,375+3.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.54% | 153.68%-153.1pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $9,066 | $5,151+76.0% | $4,628+95.9% | $4,779+89.7% |
| Participant deferral / active EE | $8,754 | $6,799+28.8% | $6,426+36.2% | $5,609+56.1% |
| Admin fee / account holder | $2,357 | $10,916-78.4% | $9,284-74.6% | $10,827-78.2% |