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 | $29,518 | $100,754-70.7% | $86,677-65.9% | $134,475-78.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -16.51% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,129 | $3,489-67.6% | $2,836-60.2% | $4,740-76.2% |
| Participant deferral / active EE | $2,946 | $5,338-44.8% | $4,656-36.7% | $6,400-54.0% |
| Admin fee / account holder | $11,958 | $10,926+9.4% | $7,493+59.6% | $11,426+4.7% |