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 | $67,506 | $142,344-52.6% | $119,609-43.6% | $134,475-49.8% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -3.01% | -12.44%+9.4pp | -14.97%+12.0pp | 417.96%-421.0pp |
| Employer contribution / active EE | $1,983 | $5,222-62.0% | $4,232-53.1% | $4,740-58.2% |
| Participant deferral / active EE | $3,260 | $6,469-49.6% | $5,602-41.8% | $6,400-49.1% |
| Admin fee / account holder | $58,792 | $13,584+332.8% | $10,323+469.5% | $11,426+414.5% |