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 | $144,680 | $190,805-24.2% | $159,960-9.6% | $134,475+7.6% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -18.13% | 552.23%-570.4pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,338 | $4,995-33.2% | $4,226-21.0% | $4,740-29.6% |
| Participant deferral / active EE | $5,632 | $6,923-18.6% | $6,182-8.9% | $6,400-12.0% |
| Admin fee / account holder | $54,700 | $10,471+422.4% | $8,698+528.9% | $11,426+378.7% |