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 | $56,603 | $95,193-40.5% | $76,523-26.0% | $135,375-58.2% |
| Participation rate | 52.2% | 74.4%-22.2pp | 68.0%-15.8pp | 82.6%-30.5pp |
| Annual return | -8.95% | 4.85%-13.8pp | -0.27%-8.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $200 | $3,302-94.0% | $2,647-92.5% | $4,779-95.8% |
| Participant deferral / active EE | $4,167 | $4,639-10.2% | $3,835+8.6% | $5,609-25.7% |
| Admin fee / account holder | $885 | $6,249-85.8% | $4,848-81.7% | $10,827-91.8% |