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 | $37,917 | $59,805-36.6% | $79,550-52.3% | $68,494-44.6% |
| Participation rate | 58.2% | 61.1%-2.9pp | 69.5%-11.3pp | 67.9%-9.7pp |
| Annual return | -17.94% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,161 | $1,505+43.6% | $2,413-10.4% | $2,596-16.8% |
| Participant deferral / active EE | $3,416 | $3,024+13.0% | $3,985-14.3% | $4,027-15.2% |
| Admin fee / account holder | $10,221 | $4,835+111.4% | $6,832+49.6% | $5,403+89.2% |