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 | $150,384 | $69,518+116.3% | $59,878+151.2% | $135,375+11.1% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -3.73% | 7.94%-11.7pp | 3.46%-7.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,152 | $3,235-2.6% | $2,722+15.8% | $4,779-34.0% |
| Participant deferral / active EE | $5,878 | $4,206+39.8% | $3,402+72.8% | $5,609+4.8% |
| Admin fee / account holder | $3,194 | $5,734-44.3% | $3,590-11.0% | $10,827-70.5% |