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 | $177,917 | $180,449-1.4% | $154,107+15.5% | $135,375+31.4% |
| Participation rate | 36.4% | 87.4%-51.1pp | 83.0%-46.7pp | 82.6%-46.3pp |
| Annual return | -4.31% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,588 | $6,035-73.7% | $5,298-70.0% | $4,779-66.8% |
| Participant deferral / active EE | $3,624 | $5,806-37.6% | $5,081-28.7% | $5,609-35.4% |
| Admin fee / account holder | $10,033 | $16,143-37.8% | $13,411-25.2% | $10,827-7.3% |