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 | $80,534 | $56,199+43.3% | $67,652+19.0% | $59,632+35.1% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | -1.86% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $330 | $1,614-79.6% | $2,266-85.5% | $2,203-85.0% |
| Participant deferral / active EE | $4,119 | $2,844+44.8% | $3,560+15.7% | $3,192+29.0% |
| Admin fee / account holder | $1,629 | $3,958-58.8% | $4,821-66.2% | $4,297-62.1% |