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 | $21,873 | $73,867-70.4% | $143,757-84.8% | $68,494-68.1% |
| Participation rate | 65.6% | 66.7%-1.0pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -19.26% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,253 | $3,184-60.6% | $4,951-74.7% | $2,596-51.7% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,454 | $5,755-74.7% | $14,673-90.1% | $5,403-73.1% |