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 | $50,914 | $160,055-68.2% | $140,016-63.6% | $135,375-62.4% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -2.63% | 911.38%-914.0pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,215 | $7,642+20.6% | $6,927+33.0% | $5,609+64.3% |
| Admin fee / account holder | $26,609 | $13,328+99.7% | $10,705+148.6% | $10,827+145.8% |