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 9-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 | $74,132 | $95,862-22.7% | $79,550-6.8% | $134,475-44.9% |
| Participation rate | 35.3% | 75.0%-39.7pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -18.67% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $825 | $3,128-73.6% | $2,413-65.8% | $4,740-82.6% |
| Participant deferral / active EE | $2,638 | $4,693-43.8% | $3,985-33.8% | $6,400-58.8% |
| Admin fee / account holder | $18,320 | $9,126+100.7% | $6,832+168.1% | $11,426+60.3% |