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 | $23,384 | $27,641-15.4% | $61,373-61.9% | $68,494-65.9% |
| Participation rate | 52.4% | 39.5%+12.9pp | 52.6%-0.2pp | 67.9%-15.5pp |
| Annual return | -14.80% | -13.24%-1.6pp | 338.61%-353.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $872 | $695+25.4% | $1,159-24.8% | $2,596-66.4% |
| Participant deferral / active EE | $2,004 | $1,263+58.6% | $2,125-5.7% | $4,027-50.2% |
| Admin fee / account holder | $45,567 | $2,010+2167.1% | $2,130+2039.6% | $5,403+743.4% |