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 | $58,999 | $92,222-36.0% | $76,768-23.1% | $135,375-56.4% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -7.30% | 5.46%-12.8pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,535 | $4,509+0.6% | $3,852+17.8% | $5,609-19.1% |
| Admin fee / account holder | $5,825 | $10,748-45.8% | $6,675-12.7% | $10,827-46.2% |