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 | $64,700 | $107,791-40.0% | $90,645-28.6% | $135,375-52.2% |
| Participation rate | 38.5% | 78.0%-39.6pp | 74.0%-35.6pp | 82.6%-44.2pp |
| Annual return | 0.68% | -0.90%+1.6pp | 1.88%-1.2pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,301 | $3,018-56.9% | $2,532-48.6% | $4,779-72.8% |
| Participant deferral / active EE | $3,967 | $3,872+2.4% | $3,425+15.8% | $5,609-29.3% |
| Admin fee / account holder | $86,286 | $5,930+1355.1% | $4,994+1627.9% | $10,827+696.9% |