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 | $191,124 | $90,600+111.0% | $79,464+140.5% | $135,375+41.2% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.61% | 977.43%-983.0pp | 718.14%-723.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,408 | $3,068-54.1% | $2,800-49.7% | $4,779-70.5% |
| Participant deferral / active EE | $5,510 | $4,050+36.0% | $3,704+48.8% | $5,609-1.8% |
| Admin fee / account holder | $1,492 | $5,907-74.7% | $5,113-70.8% | $10,827-86.2% |