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 | $39,710 | $77,813-49.0% | $123,544-67.9% | $64,186-38.1% |
| Participation rate | 62.2% | 74.7%-12.5pp | 82.3%-20.1pp | 69.6%-7.4pp |
| Annual return | -7.21% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,732 | $5,240+47.6% | $6,426+20.3% | $3,470+122.9% |
| Admin fee / account holder | $5,288 | $5,519-4.2% | $9,284-43.0% | $4,888+8.2% |