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 | $39,946 | $71,883-44.4% | $86,677-53.9% | $68,494-41.7% |
| Participation rate | 44.9% | 72.2%-27.4pp | 76.6%-31.7pp | 67.9%-23.0pp |
| Annual return | -16.14% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $625 | $2,173-71.2% | $2,836-77.9% | $2,596-75.9% |
| Participant deferral / active EE | $2,737 | $3,779-27.6% | $4,656-41.2% | $4,027-32.0% |
| Admin fee / account holder | $2,460 | $6,112-59.8% | $7,493-67.2% | $5,403-54.5% |