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 | $79,050 | $180,449-56.2% | $154,107-48.7% | $135,375-41.6% |
| Participation rate | 38.5% | 87.4%-49.0pp | 83.0%-44.6pp | 82.6%-44.2pp |
| Annual return | -7.28% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,625 | $5,806-37.6% | $5,081-28.7% | $5,609-35.4% |
| Admin fee / account holder | $16,356 | $16,143+1.3% | $13,411+22.0% | $10,827+51.1% |