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 | $79,439 | $84,402-5.9% | $61,373+29.4% | $134,475-40.9% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -14.65% | 584.55%-599.2pp | 338.61%-353.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,897 | $1,544+152.3% | $1,159+236.1% | $4,740-17.8% |
| Participant deferral / active EE | $8,626 | $2,819+206.0% | $2,125+305.9% | $6,400+34.8% |
| Admin fee / account holder | $3,269 | $2,585+26.4% | $2,130+53.5% | $11,426-71.4% |