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 | $65,146 | $138,044-52.8% | $125,339-48.0% | $134,475-51.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.92% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,187 | $5,243-77.4% | $4,814-75.3% | $4,740-75.0% |
| Participant deferral / active EE | $7,032 | $7,799-9.8% | $7,446-5.6% | $6,400+9.9% |
| Admin fee / account holder | $1,265 | $11,571-89.1% | $10,010-87.4% | $11,426-88.9% |