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 | $41,170 | $87,540-53.0% | $75,781-45.7% | $125,391-67.2% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -2.61% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,564 | $3,930-34.8% | $3,323-22.8% | $4,866-47.3% |
| Participant deferral / active EE | $5,625 | $4,229+33.0% | $3,651+54.0% | $5,352+5.1% |
| Admin fee / account holder | $416 | $6,502-93.6% | $5,299-92.1% | $9,540-95.6% |