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 | $62,089 | $190,805-67.5% | $159,960-61.2% | $134,475-53.8% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -15.88% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,957 | $4,995-60.8% | $4,226-53.7% | $4,740-58.7% |
| Participant deferral / active EE | $3,986 | $6,923-42.4% | $6,182-35.5% | $6,400-37.7% |
| Admin fee / account holder | $29,733 | $10,471+183.9% | $8,698+241.8% | $11,426+160.2% |