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 | $91,998 | $138,044-33.4% | $125,339-26.6% | $134,475-31.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -4.40% | 750.33%-754.7pp | 572.05%-576.5pp | 417.96%-422.4pp |
| Employer contribution / active EE | $4,120 | $5,243-21.4% | $4,814-14.4% | $4,740-13.1% |
| Participant deferral / active EE | $8,683 | $7,799+11.3% | $7,446+16.6% | $6,400+35.7% |
| Admin fee / account holder | $13,264 | $11,571+14.6% | $10,010+32.5% | $11,426+16.1% |