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 | $39,794 | $73,004-45.5% | $90,749-56.1% | $68,494-41.9% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | -13.32% | -13.81%+0.5pp | -12.16%-1.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $876 | $2,193-60.1% | $2,921-70.0% | $2,596-66.3% |
| Participant deferral / active EE | $2,218 | $3,627-38.8% | $4,564-51.4% | $4,027-44.9% |
| Admin fee / account holder | $37,781 | $5,896+540.8% | $8,445+347.4% | $5,403+599.3% |