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 | $66,764 | $138,044-51.6% | $125,339-46.7% | $134,475-50.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.89% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,949 | $5,243+32.5% | $4,814+44.4% | $4,740+46.6% |
| Participant deferral / active EE | $4,073 | $7,799-47.8% | $7,446-45.3% | $6,400-36.4% |
| Admin fee / account holder | $1,154 | $11,571-90.0% | $10,010-88.5% | $11,426-89.9% |