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 | $140,649 | $138,044+1.9% | $125,339+12.2% | $134,475+4.6% |
| Participation rate | 52.9% | 84.5%-31.5pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -7.43% | 750.33%-757.8pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,838 | $5,243-45.9% | $4,814-41.0% | $4,740-40.1% |
| Participant deferral / active EE | $4,194 | $7,799-46.2% | $7,446-43.7% | $6,400-34.5% |
| Admin fee / account holder | $13,521 | $11,571+16.9% | $10,010+35.1% | $11,426+18.3% |