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 | $35,038 | $73,004-52.0% | $90,749-61.4% | $68,494-48.8% |
| Participation rate | 61.1% | 70.8%-9.7pp | 75.7%-14.6pp | 67.9%-6.8pp |
| Annual return | -16.20% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $858 | $2,193-60.9% | $2,921-70.6% | $2,596-67.0% |
| Participant deferral / active EE | $2,148 | $3,627-40.8% | $4,564-52.9% | $4,027-46.7% |
| Admin fee / account holder | $436 | $5,896-92.6% | $8,445-94.8% | $5,403-91.9% |