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 9-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 | $86,796 | $92,703-6.4% | $82,719+4.9% | $134,475-35.5% |
| Participation rate | 60.9% | 75.2%-14.3pp | 72.6%-11.7pp | 81.2%-20.4pp |
| Annual return | -14.31% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,452 | $3,274+127.6% | $3,009+147.7% | $4,740+57.2% |
| Participant deferral / active EE | $2,292 | $4,802-52.3% | $4,395-47.9% | $6,400-64.2% |
| Admin fee / account holder | $4,482 | $5,983-25.1% | $5,329-15.9% | $11,426-60.8% |