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 | $197,502 | $210,648-6.2% | $177,989+11.0% | $145,922+35.3% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 9.96% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,740 | $4,565-40.0% | $3,949-30.6% | $4,660-41.2% |
| Participant deferral / active EE | $3,354 | $6,958-51.8% | $6,276-46.6% | $6,688-49.9% |
| Admin fee / account holder | $68,367 | $12,013+469.1% | $10,363+559.7% | $13,397+410.3% |