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 | $150,044 | $49,177+205.1% | $79,464+88.8% | $64,186+133.8% |
| Participation rate | 51.1% | 65.0%-13.9pp | 73.3%-22.2pp | 69.6%-18.5pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,902 | $2,076+136.1% | $2,800+75.0% | $2,381+105.9% |
| Participant deferral / active EE | $4,109 | $2,821+45.6% | $3,704+10.9% | $3,470+18.4% |
| Admin fee / account holder | $1,013 | $3,839-73.6% | $5,113-80.2% | $4,888-79.3% |