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 | $38,309 | $67,411-43.2% | $91,001-57.9% | $70,131-45.4% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 13.91% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,151 | $1,786-35.5% | $2,456-53.1% | $2,342-50.9% |
| Participant deferral / active EE | $2,134 | $2,823-24.4% | $3,547-39.8% | $3,332-35.9% |
| Admin fee / account holder | $1,866 | $4,236-56.0% | $5,417-65.6% | $4,645-59.8% |