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 | $28,657 | $73,867-61.2% | $143,757-80.1% | $68,494-58.2% |
| Participation rate | 56.9% | 66.7%-9.7pp | 80.3%-23.4pp | 67.9%-10.9pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,312 | $3,184-58.8% | $4,951-73.5% | $2,596-49.5% |
| Participant deferral / active EE | $3,275 | $3,384-3.2% | $5,637-41.9% | $4,027-18.7% |
| Admin fee / account holder | $2,713 | $5,755-52.9% | $14,673-81.5% | $5,403-49.8% |