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 | $25,521 | $42,894-40.5% | $60,874-58.1% | $68,494-62.7% |
| Participation rate | 48.4% | 66.8%-18.4pp | 73.1%-24.7pp | 67.9%-19.5pp |
| Annual return | -15.85% | -13.98%-1.9pp | 16.90%-32.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,490 | $1,978-24.7% | $2,701-44.8% | $2,596-42.6% |
| Participant deferral / active EE | $2,393 | $2,867-16.5% | $3,817-37.3% | $4,027-40.6% |
| Admin fee / account holder | $12,424 | $3,101+300.7% | $3,224+285.3% | $5,403+130.0% |