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 | $215,097 | $190,805+12.7% | $159,960+34.5% | $134,475+60.0% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -13.36% | 552.23%-565.6pp | 408.60%-422.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,203 | $4,995-75.9% | $4,226-71.5% | $4,740-74.6% |
| Participant deferral / active EE | $3,182 | $6,923-54.0% | $6,182-48.5% | $6,400-50.3% |
| Admin fee / account holder | $434 | $10,471-95.9% | $8,698-95.0% | $11,426-96.2% |