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 | $20,163 | $133,958-84.9% | $112,228-82.0% | $134,475-85.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -17.17% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,386 | $4,038-65.7% | $3,635-61.9% | $4,740-70.7% |
| Participant deferral / active EE | $1,915 | $5,291-63.8% | $4,728-59.5% | $6,400-70.1% |
| Admin fee / account holder | $3,770 | $7,489-49.7% | $6,410-41.2% | $11,426-67.0% |