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 | $28,035 | $59,805-53.1% | $79,550-64.8% | $68,494-59.1% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.5%-11.9pp | 67.9%-10.3pp |
| Annual return | -16.96% | -12.30%-4.7pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $449 | $1,505-70.2% | $2,413-81.4% | $2,596-82.7% |
| Participant deferral / active EE | $3,202 | $3,024+5.9% | $3,985-19.6% | $4,027-20.5% |
| Admin fee / account holder | $7,421 | $4,835+53.5% | $6,832+8.6% | $5,403+37.4% |