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 | $65,160 | $131,829-50.6% | $108,579-40.0% | $273,961-76.2% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.6%-34.1pp | 83.0%-37.6pp |
| Annual return | 6.16% | -91.57%+97.7pp | -51.70%+57.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,217 | $4,912-75.2% | $3,758-67.6% | $4,869-75.0% |
| Participant deferral / active EE | $2,916 | $5,127-43.1% | $4,311-32.4% | $5,287-44.8% |
| Admin fee / account holder | $3,484 | $10,252-66.0% | $7,645-54.4% | $10,132-65.6% |